NAIFA Advisor Today

DECEMBER 14, 2022

It focuses on the client's interests in wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments. Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs.

Wealth Accumulation 80

Wealth Accumulation Insurance Financial Advisor Consulting 80

Harness Wealth

SEPTEMBER 25, 2023

Having a sense of community can also help reduce stress and prevent burnout by offering support and camaraderie that can be difficult to replicate when working independently. Through effective networking strategies and the exchanging of advice and ideas, a strong community plays a pivotal role in business growth.

Taxes 59

Taxes Accounting Clients Education 59

The Big Picture

APRIL 25, 2023

I know Brian for, I don’t know, a dozen years, maybe longer, but I’ve really gotten to know him over the past couple of years. A couple of years before we launched, we were exploring merging with somebody. You guys did a nice job, and that was, I don’t know, 12 years ago? We retained your firm.

Compliance 152

Compliance Wealth Management Clients Management 152