• Learn
  • >
  • Seeing the big picture can take you to the Top of the Table

Oct 13 2022

Seeing the big picture can take you to the Top of the Table

When helping clients reach their financial goals, it’s important to consider even those assets and expenses you don’t manage, such as taxes. Find out how this works for Aleen Swofford and helps her achieve Top of the Table.

By Aleen M. Swofford, CLU, ChFC

Topics Covered