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Allowing you to live your life…and give life to your dreams!


A true legacy is much more than just leaving your money behind.  Legacy covers all facets of an individual's life, from family traditions, history, values, and life lessons to financial autonomy.  These subjects are complex and can be emotional, often difficult to discuss with family members.  Defining and being able to communicate what you want your future to look like can help ensure that your wishes, hopes, fears and other key issues are addressed and planned for.  Allowing you to define your living legacy.

To engage in our financial planning process, what we refer to as The Legacy Compass™, we provide you with the instrument that will assist you in discovering, planning and protecting your legacy.
 
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This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation.  This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Securities offered through First Allied Securities, Inc. • Member: FINRA/SIPC
Advisory services offered through First Allied Advisory Services, Inc. a registered investment adviser. 

Tobia & Hillyer Tax and Business Services, LLC is not affiliated with First Allied Securities or First Allied Advisory Services.
 


Check the background of this financial professional on FINRA's BrokerCheck.