Mitlin Minute: Succession Planning

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Mitlin Minute: Succession Planning

This edition of the Mitlin Minute features the idea of succession planning.  Does your advisor have a succession plan?  Do you know what it is?

Please feel free to contact us with any questions at (631) 952-4466 x12.  

Visit us at www.mitlinfinancial.com or email us at info@mitlinfinancial.com

Feel free to contact us with any topics you would like covered in an upcoming Mitlin Minute.

Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.

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