Imagine the Potential

Charitable Giving as Part of Your Financial Plan

David Limerick Season 1 Episode 27

In today's episode, I will delve into the importance of incorporating charitable giving as a crucial component of your financial plan. We will explore why giving back can be beneficial not only for the recipients but also for yourself in terms of financial well-being and personal fulfillment.

If you're interested in a one-on-one with David, visit westreet.org/wealth-management