Help CenterEpisode Summary
May 7, 2024 | 00:30:41 | E93
Nathan Merrill, Karl Frank CFP®The majority of families who hire Annalee or one of her team members are in crisis. Their loved one, an elder, has had a decline in health and they are not ready. The communication between family members is struggling. And all of us, at some point in time, will not be able to speak up for ourselves when we need to. So it is good to find a guide, and this podcast provides some practical ways to choose one.The Expert Network Team consists of Karl Frank CFP®, financial planner at A&I Wealth Management, Nathan Merrill, attorney at Goodspeed and Merrill, and Jeff Krommendyk, managing principal at OneDigital insurance.Expert Network team provides free consultations. Just mention that you listened to the podcast. Today’s guest:Annlee Kruger1-800-741-0302https://www.linkedin.com/in/annaleekrugerwecare@carerightinc.comwww.carerightinc.comFacebook: @carerightincorp https://www.facebook.com/carerightincorpInstagram: @carerightinc https://www.instagram.com/carerightinc/LinkedIn: @care-right-inc https://www.linkedin.com/company/care-right-inc/YouTube: @caregivercrisis https://www.youtube.com/@caregivercrisis
Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.com Karl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.com