Everyone should have a will. But should the will or a trust control most of the assets in an estate?
Linder Financial Services is a DBA of Thayer Partners, LLC, a boutique wealth management firm providing financial planning, tax planning, investment management, and estate planning advice for individuals and families.
Linder Financial Services is a DBA of Thayer Partners, LLC, a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Thayer Partners and Linder Financial Services is also available on the SEC’s website at www.adviserinfo.sec.gov.
Phone: (770) 696-4470
lori@linderfinancial.com
Linder Financial Services
308 Maxwell Rd Suite 300
Alpharetta, GA 30009
Advisory Services offered through Linder Financial Services, a DBA of Thayer Partners, LLC a Registered Investment Adviser. Important Disclosures and Terms of Use
© Copyright 2011 - 2025 Contact Us: 617-275-5430
