Disclosure
Disclosure
Investment advisory services offered through FirstWave Financial, Inc., an SEC Registered Investment Adviser. Succession planning services offered through The Transition Strategists. Elizabeth Ledoux/The Transition Strategists and Laura Chiesman/FirstWave Financial are not affiliated with each other. This presentation is designed for informational and educational purposes. It is not designed as a substitute for advice from professional financial advisors or succession planners. Each individual’s circumstances may be different. Individuals should seek financial, legal, and tax advice or other professional or expert advice based upon their particular circumstances.