All Your Estate Planning Needs Under One Roof — Pressfarm

“While a lot of people wait to get sick before thinking about estate planning, most clients who come to our educational events don’t want to wait,” CSI Financial Group CEO and Founder- Carter Wilcoxson says. “Our demographic consists mainly of people aged 60 years old and above. They want to have their proactive plan in place, they just don’t know where to go or where to start.”