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IRA/401k – The Debt Your Kids Will Inherit


Sep 9, 2021 01:36 PM

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Jon Linford
Partner, Attorney at Law @Morris Hall, PLLC
Jon was raised in Arizona as the oldest of seven children. He attended law school at the University of Arizona. During law school, he was received recognition for excellence in legal writing. Jon has worked with individual clients on many matters and discovered that his true passion was assisting families in estate planning and administration.
Charles Randall
Financial Planner @Clark Street Financial
Charles Randall is passionate about financial planning. He has been helping clients plan successfully for college, retirement, and estate management since 1992.
Steven Leach
Wealth Counselor @Clark Street Financial
As a lawyer, business advisor and community leader, Steven saw firsthand the many ways people and businesses inadvertently put their accumulated wealth at risk by failing to define their financial vision and developing strategies required to achieve and protect that vision. Steven works with clients to employ and preserve wealth to achieve the future they envision for themselves, their families, and their businesses. At Clark Street Financial, Steve focuses on strategies to mitigate risks, plan for tax-advantaged growth, preservation and transfer of wealth, and develop and implement strategies for executive compensation and retention, and business succession plans.