
Insurance and annuity planning for affluent families and business owners
Austin, Texas, United States
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Living Prepared is a financial services entity that provides life insurance and annuity planning advice to high-net-worth individuals and businesses. It offers independent advice, integrated with clients' wealth management plans, and has a team of Certified Financial Analysts (CFA) and Certified Financial Planners (CFP). The entity focuses on four key areas: estate planning, business succession and key person planning, tax-smart cash flow planning, and long-term care funding.
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