May 26, 2016
Sound Financial Group (SFG) is excited to Welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the 17th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Alan Pratt, Founder of Pratt Legacy advisors. Alan is a Chartered Advisor in Philanthropy through the American College and a Certified Estate Planner through the Institute of Certified Estate Planners. Alan leads with his heart when helping families to plan their wealth legacies.
For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog
Paul Adams is a Registered Representative and Financial Advisor
of Park Avenue Securities LLC (PAS). Securities products and
advisory services offered through PAS, member FINRA, SIPC.
Financial Representative of The Guardian Life Insurance Company of
America (Guardian), New York, NY. PAS is an indirect, wholly-owned
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or subsidiary of PAS or Guardian.
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