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Succession Planning

March 30, 2022 by Mike

Stewarding-Family-Wealth
Gwinnett Studio
Succession Planning
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Randy Brunson and Cleve Hill

Cleve Hill/Hill & Watchko

Hill & Watchko, LLC (formerly Bettis, Hill & Vann, LLC) is a premier boutique wills, trusts, estates, elder law, special needs planning and fiduciary litigation firm providing personalized, efficient, and reasonably priced services of the quality found in the typically large downtown law firms.

 

Randy Brunson/Centurion Advisory Group

Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.

Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.

Stewarding Family Wealth is presented by

Tagged With: business contracts, centurion advisory group, cleve hill, Hill & Watchko, john cleveland hill, operating agreements, randy brunson, retirement plans, stewarding family wealth, stewarding family wealth podcast, succession plans, wealth management

Your Business Is My Business

August 28, 2019 by Mike

Gwinnett Studio
Gwinnett Studio
Your Business Is My Business
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Mike Sammond and Victoria Collier

Senior Salute Radio brings timely information to leading age Boomers and Seniors addressing the issues of aging, care-giving and maintaining quality of life. Learn from both professionals and regular people going through the process with their families.

This episode “Your Business is My Business” focuses on transferring business ownership. Over the next 10 years, 4.5 million businesses will transfer hands – over $10 trillion in wealth!

About The Estate & Asset protection Law Firm of Victoria Collier

The Estate & Asset Protection Law Firm was established to serve the legal needs of senior citizens when their health care needs increase. The Firm focuses its entire practice on Asset Protection and Estate Planning matters, which encompasses the areas of Medicaid Planning, VA Benefits Planning, Special Needs Planning, and Estate Planning. Victoria Collier has grown her law practice through her personable nature and good management skills. The office is located in downtown Decatur, GA. The Firm makes house calls to those clients who are unable to come to the office. They understand that you might not be able to make it into the office, so they have no problem coming to you! Take comfort in knowing that it is the mission of Victoria Collier to support her clients in the creation of a long-term care plan for preserving assets, maximizing independence, and enhancing quality of life.

 

Tagged With: estate planning, law firm, medicaid planning, special needs planning, succession plans, The Estate and Asset Protection Law Firm, The Estate and Asset Protection Law Firm of Victoria Collier, VA benefits planning, Victoria Collier

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