Address: | 9859 S 168th Ave, Omaha, NE 68136, USA |
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Postal code: | 68136 |
Phone: | (402) 505-5400 |
Website: | http://ldstrategies.com/ |
Monday: | 8:00 AM – 5:00 PM |
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Tuesday: | 8:00 AM – 5:00 PM |
Wednesday: | 8:00 AM – 5:00 PM |
Thursday: | 8:00 AM – 5:00 PM |
Friday: | 8:00 AM – 5:00 PM |
Saturday: | Closed |
Sunday: | Closed |
My wife and I just spent nearly two hours discussing our financial goals and estate plan with Mr. Douglas McWilliams of Edward D. Jones, in Papillion Ne.
And as I left today's planning session with Doug today...I paused and reflected a moment...
I planted roots in this town and raised my children here...giving them a solid foundation and Doug's the reason why I can now take the steps to pass it on!
Thanks Doug you always knew that someday if we stuck with you...
That our legacy would be worth protecting...
And with that...
I knew that I was taken care of today,
By a team of trusted individuals; that which included Mr. Andrew C. Sigerson of Legacy Design Strategies...and Mr. Randy Nesbit from Protective Life.
These Gentlemen are true professionals as they answered each and ever question we threw at them!
And when we left today's session...
My wife and I knew that our financial interests were to be taken care of...
Now and in the future!
However, it was the personal touch and genuine concern for
the future well being of our wealth...that sold me on these guys.
They get it and you should too!
Experience and knowledge can only get you so far in business; but it was the personal touch and genuine care that we received today that sold us on Andrews services...
Face it...we will all die some day... and there is no reason to NOT take control of your wealth now, so it's not tied up in probate or taxes...
With integrity in mind...these guys will see that its NOT!
Thanks Andrew,
For your genuine interest in our wealth now and in the future...
Respectfully,
Kraig & Michele