#15 Maximizing Your Impact on Your Clients w/ Danna Jacobs, Co-Founder of Legacy Care Wealth Financial Advisor's Workshop with Brian Kasal

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Danna Jacobs joins the Financial Advisor’s Workshop table and talks about how she’s building her legacy with Legacy Care Wealth. She is the Co-Founder of Legacy Care Wealth, a Certified Planning Firm for Young Professionals. She employs comprehensive financial planning, tax efficiency planning, business management, bookkeeping, tax preparation, and savings and budgeting models to capture cash flows for clients that align with life goals. She joins us to talk about how she started Legacy Care Wealth and how she specialized by looking into a specific market - the HENRYs.



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