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Traditions Wealth & Legacy Planning
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Financial Planning & AnalysisFinancial ConsultingFinancial ServicesInsurance
About Us
I'm a CERTIFIED FINANCIAL PLANNER™ professional. I will work with you to develop a personalized financial approach designed to help you and your family grow and preserve wealth
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Lemar Williams, CFP®, CPWA®, CTFA, CLU®
We are dedicated to helping families seek their wealth potential in alignment with their goals, values, and principles. As wealth and legacy planners, we offer comprehensive financial plans that include guidance for your trust, estate planning, insurance, and investment needs.