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Structured Notes and Legacy Planning

Structured Notes and Legacy Planning

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 Keith and David continue their discussion on one of their favorite strategies, structured notes, with examples of what Singer Wealth can provide for their clients in this regard. They also use their background as estate planning attorneys to talk about the importance of proper planning in this vital area, and also address the Singer Wealth Vision Quest Planning Process and how it works for clients.

The Prosper Podcast is the podcast version of Prosper with Keith Singer, the weekly radio program featuring Keith Singer and David Friedland of Boca Raton, Florida based Singer Wealth Advisors. Keith and David discuss various financial topics and investment opportunities many people may not know about, and how they relate specifically to retirement planning.
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