Time to tune up your financial strategy.
January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy.1
For a financial professional, it’s time to connect with new clients and discuss their financial situation and aspirations for their future. It’s also a good time to connect with established clients and check it 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. Schedule a time to discuss this with your trusted financial professional today.
This material was prepared by MarketingPro, Inc., and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is no guarantee of future results. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.
- Purdue.edu, January 2020