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Home›Posts Tagged "Executor"

Tag: Executor

  • Estate Planning, Relationships & Money
    August 10, 2021
    by Kurt J. Rossi

    Choosing the Right Executor for Your Estate Plan

    Taking the time to address how your financial affairs will be handled when you are gone can be overwhelming. After all, you are making decisions ...
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About Kurt J. Rossi

Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. In addition to degrees in Finance and Accounting (MBA), Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast who stands ready to help empower you financially.

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