Dynamic Legacy Planning

Financial ServicesInvestment serviceFinancial AdvisingFinancial consultantGreenfield, Indiana

Contact

Address
17 N Pennsylvania St, Greenfield, Indiana, 46140
Phone
(317) 477-7283
Website
dynamiclegacyplans.com/
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Business Hours

SundayClosed
Monday08:30am – 04:30pm
Tuesday08:30am – 04:30pm
Wednesday08:30am – 04:30pm
Thursday08:30am – 04:30pm
Friday08:30am – 04:30pm
SaturdayClosed

Description

Dynamic Legacy Planning was founded in 2021 as its founder and twenty-plus year investment advisor, Jason White sought to combine his experience as a financial advisor and coach with his ecperience and knowledge as an estate planning attorney to create a firm that helps its client "Begin with the end in mind."

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