January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy.
For me, it’s time for me to connect with new clients and discuss their financial situation and aspirations for their future. It’s also time for me to connect with established clients and check to see if their financial strategy needs any adjustment, as well as talk about any changes they want to discuss.
Having your financial strategy in place can not only mean a great deal to you in the long term, but it may provide you some comfort in the short term. Let’s schedule a time to discuss your financial life today.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
January Is Financial Wellness Month
January 17, 2024