Reed McCue

 

Member profile details

Membership level
Designated Member
 

Preferred Contact Information

First name
Reed
Last name
McCue
Professional/Academic Designation(s) (for Badge)
CFP
Company
Chequers Financial Management
Position/Title
Financial Counselor
Phone
(925) 330-7216
 

Member Profile

Membership Categories
  • Certified Financial Planner (CFP)
Statement of Involvement in Estate Planning
I work with clients to help them develop an appropriate strategy to estate planning and wealth transfer. I regularly work through client's strategies for Revocable Trusts but also sometimes recommend Irrevocable Trusts including IDGTs, GRATs, and SLATs.
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