Many new clients came in this December to check off their 2016 New Year’s resolution of: meet with a financial advisor to create/review my personal financial plan. If this is one of your New Year’s resolutions don’t wait till the end of 2017. You can start now by getting organized and calling in to set up a time for a complimentary review!
If you have questions about your money goals and creating a personal financial plan, contact Grant Sims for a complimentary review. firstname.lastname@example.org