Send us a text Trevor Parry is a lawyer, father, and unapologetic patriot who helps entrepreneurs and professionals minimize taxes and navigate financial complexity. Grounded in a strong belief in limiting government overreach, Trevor provides strategic guidance and select financial solutions that empower clients to grow, protect, and preserve their wealth. He brings an objective, battlefield-level perspective to each situation—working alongside existing teams to answer key questions: What ...
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Send us a text Trevor Parry is a lawyer, father, and unapologetic patriot who helps entrepreneurs and professionals minimize taxes and navigate financial complexity. Grounded in a strong belief in limiting government overreach, Trevor provides strategic guidance and select financial solutions that empower clients to grow, protect, and preserve their wealth. He brings an objective, battlefield-level perspective to each situation—working alongside existing teams to answer key questions: What ...
EP 24: How To Disaster-Proof Your Family Legacy with Sandy Pollack
The MBA Way
38 minutes
8 months ago
EP 24: How To Disaster-Proof Your Family Legacy with Sandy Pollack
Send us a text This is one thing in life that is an absolute certainty: death. So how you leave your business, assets, and responsibilities behind matters. Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P, is akin to the MBA Way with her collaborative, comprehensive approach to Estate Planning. Without a plan, your loved ones could be left with unnecessary headaches, legal battles, and financial chaos. The key to disaster-proofing your legacy is intentionality. Your wealth should serve your lif...
The MBA Way
Send us a text Trevor Parry is a lawyer, father, and unapologetic patriot who helps entrepreneurs and professionals minimize taxes and navigate financial complexity. Grounded in a strong belief in limiting government overreach, Trevor provides strategic guidance and select financial solutions that empower clients to grow, protect, and preserve their wealth. He brings an objective, battlefield-level perspective to each situation—working alongside existing teams to answer key questions: What ...
