We all talk about it and think it’s a good idea and then we make the same New Year’s Resolution again next year. This year is a good opportunity to capture the information which helps prepare your family with the important financial information and contact information. While not exhaustive, this 3-Page Planning Tool lists items which could be of tremendous value to loved ones – we hope you’ll find them to be a helpful tool.
At MONTAG, we do things differently. We‘ve been a family-run business for nearly 40 years, and we still believe that our clients are best served by treating them as part of that family. We take the time to get to know you – what you’ve done to build your net worth, your investment philosophy, your financial questions and fears, and above all, your financial hopes. Every single client has their own unique story — a story that deserves more than a conversation with an anonymous voice. Contact our Business Development team today by calling 404.522.5774 or emailing [email protected] to get in touch.
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- MONTAG Celebrates 40 Years Building Wealth for Present and Future Generations - October 27, 2022
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- MONTAG Viewpoints – Second Quarter, 2022 - July 7, 2022