Patrick Huey,CFP - Strategic Giving: Maximizing Impact and Wealth Preservation

25/09/2023 1h 6min
Patrick Huey,CFP - Strategic Giving: Maximizing Impact and Wealth Preservation

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Episode Synopsis

Carter Wilcoxson and Tim James are joined by this week's guest Patrick Huey, a certified financial planner from Victory Independent Planning (VIP). Patrick specializes in helping clients optimize their financial strategies, especially in the realm of charitable giving and tax planning.   https://www.thehealthandwealthpodcastshow.com/episodes-1/episode/7d122484/patrick-hueycfp-strategic-giving-maximizing-impact-and-wealth-preservation This episode is a testament to the power of specialized expertise in the financial realm and how financial planners like Patrick can make a tangible impact on their clients' financial well-being and their ability to contribute positively to their communities. Tune in to the rest of the episode to learn more about Patrick's insights and how he's helping clients make informed decisions to safeguard and grow their wealth.

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