Legacy

A Bucket Plan to Go with Your Bucket List

The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old” means—60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets.

Four Really Good Reasons to Invest

 

Building Your Legacy

 
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Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Crescent Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.

Gary Deese is licensed to do business in the following states:  SC, NC, GA, CO (securities) and SC, NC, GA, FL (insurance).

Ryan Tripp is licensed to do business in the following states:  SC, NC, GA, FL (securities and insurance).

 

 

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