Financial Planning

Legal documents including a Living Will, Healthcare Power of Attorney, and Power of Attorney, emphasizing the importance of estate planning.
Business Success, Coaching, Financial Planning, Personal Development

The Power of Preparation: How Court Pitcher and Trent Fortner Are Changing the Game for Financial Advisors

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When tragedy strikes, financial preparedness can make all the difference. Court Pitcher learned this firsthand, leading him to a career in financial services and the creation of Legacy Lock—a game-changing estate planning solution. With guidance from Trent Fortner, Court has helped financial advisors integrate estate planning seamlessly into their practice. This blog explores Court’s journey, his partnership with Trent, and how Legacy Lock empowers advisors to better serve their clients.

Financial advisors reviewing charts and data during a meeting, with hands pointing and writing on documents that show financial graphs and charts.
Client Engagement, Financial Planning, Wealth Management

The Relevance of Being Relevant in Financial Advising

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Election season offers a powerful metaphor for financial advising—just as voters choose their future, your clients must make critical financial decisions that shape theirs. As a trusted advisor, you can guide them through retirement planning, tax strategies, and wealth protection to ensure long-term success. Empower your clients to take control of their financial future today.

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