Broker Check

2019 Fitness Journey - Month 3, Week 2

May 09, 2019
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2019 is flying by. The year is almost half over. In month 1, we discussed setting financial goals. This month, let’s make sure our investments are in line with our goals. If your goals have changed, you do not feel like your investments fit with your goals or you simply want to review the two, let’s get together and review your portfolio. You can request a meeting through this site.