📍 Dallas, TX | Celebrating 20 years of Living Balance Sheet® and the strategies that go beyond the numbers. Our Wealth Strategies team attended the LBS Forum this week in Dallas, recognizing 20 years of the Living Balance Sheet®—a platform that continues to shape the way we help clients achieve clarity, control, and Wealth Beyond Money. We’re proud to use powerful tools like LBS to support financial strategies that go deeper than dollars, empowering our clients to live life on their terms. #WealthStrategies #WealthBeyondMoney #LBS20Years #LivingBalanceSheet #StrategicPlanning #ClientFocused #FinancialClarity
