Why 60% of Wealth Transfers Fail (and the Conversation Every Family Should Have This Holiday Season)

Описание: 📣 The holidays bring families together… multiple generations under one roof to share stories, reconnect, and look ahead. And as Chris with McIntire Retirement Services explains to Erin Kennedy it’s also the perfect time to start meaningful conversations about family finances and the legacy you want to leave behind.
📉 Did you know?
➡️ 60% of wealth transfers fail — not because of taxes or poor planning, but because families never talk about them!
Starting that conversation now can:
💬 Reduce future stress
🛡️ Protect the people you care about most
🧭 Provide clarity around your long-term wishes
If your family is ready to take that first step, Chris and his team can help make the process feel simple, supportive, and clear.
📞 To schedule a complimentary appointment:
Call (800) 868-1194 or visit www.McIntireRetirementServices.com

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For more information on this and many other important financial topics, contact Chris McIntire at (800) 868-1194 or visit the website at https://mcintireretirementservices.com/. More content like this is always available on our Youtube channel "@GamePlanForRetirement", because we believe Planning Matters.

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DISCLAIMER
Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM and McIntire Retirement Services are independent of each other.