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TruTrak Planning, LLC Blog

View the latest blog posts from TruTrak Planning, LLC.

Tuesday, November 12, 2019

The FIVE D's to Avoid as a businessowner

Death, Disability, Divorce, Disaster & Disagreements The Five D’s are threats a company may face that could force the sale of a company or greatly diminish the value of a company.  Become an educated business owners on how to prepare for these risks. READ MORE >>
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Location   5465 Legacy Drive Suite 650, Plano, TX 75024
Contact Phone: 833-878-TRAK (8725) Email: melina@trutrakplanning.com
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Melina Morrison offers products and services using the following business names:  Tru Trak Planning, LLC – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member  FINRA / SIPC – securities and investments. AIC is not affliated with Tru Trak Planning, LLC or any other entity mentioned herein. 

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information.  

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation