When accountant and attorney Leon LaBrecque told his dad about the estate and wealth planning business he was forming, the conversation wound up changing his business plan.

His dad, a retired machinist, marveled at the sort of help LaBrecque was providing to his clients. "He told me that he could really use some help like that - he just couldn't afford it," LaBrecque says. "It occurred to me that people like my dad needed financial planning a lot more than wealthy people. So I started working on a new business model."

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