Financial Planning (Business Opportunities - Investment)

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Item ID 3013292 in Category: Business Opportunities - Investment

Financial Planning


Generational financial planning focuses on building a strategy that considers the needs of multiple generations within a family. This may include coordinating financial goals between parents, children, and even grandchildren, addressing topics such as wealth transfer, education funding, family governance, and legacy considerations. The process often involves aligning values and financial priorities to create a plan that supports long-term family well-being.


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Target State: New Jersey
Target City : Wall Township
Last Update : Jul 10, 2025 11:14 AM
Number of Views: 8
Item  Owner  : Jason Gordon
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2025-07-11 (0.391 sec)