I hope you and your family are doing well!
Next week I am sending out the 2023 Last-Chance Financial Planning Checklist to all friends, family, and clients. It's a quick way to determine if you need to take any actions before the end of the year.
It's a simple checklist that
covers only those areas that need attention at year end – taxes, retirement
savings, investments, insurance, and medical. It might take you five minutes,
If you would like a copy of the checklist please message me back with your email address and I will be sure to email you a copy.
If you know someone who could use this checklist, let me know. I will make it available to anyone who could use the help. Just reply to this message with their name and contact information, and I'll see they get the checklist.
wish you and your family a very HAPPY AND SAFE HOLIDAY SEASON AND NEW YEAR!
and please let me know if I can be a resource for you in any way!
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Financial, member FINRA/SIPC. Investment advice offered through Four Financial
Management, a registered investment advisor and separate entity from LPL