Be sure to wish Dan a belated Happy Birthday if you talk to him today!
#danthetradeguy
Congratulations to Jeremy Overton, from our Haubstadt, Indiana location, on 20 years of Service at Ameriprise!!
To learn more about Jeremy you can visit his website at https://www.ameripriseadvisors.com/jeremy.w.overton
🗓JULY RECAP🗓
Our team celebrated a couple of birthdays and multiple new clients!
-6 new people referred to us from current clients!
-3 Local Healthcare🩺 Workers helped during the hospital changes!
-2 Monumental 🎉 Birthdays!
A huge thank you to those clients who have trusted our team to help not only them, but their friends and family!
If you would like to join in and learn more about how we help our clients reach their goals, give us a call at 📞270-827-8849📞.
#communitydriven
#financialplanning
#buildingconfidence
#guidewise
“Should I roll my retirement dollars into my new employer's plan?"
"Would an IRA make sense for me?"
"Can I take money from my retirement account?"
"What type of fee is associated if I do....."
"What type of taxes will occur if...."
Give us a call at 270-827-8849 to see how we can help.
Happy 244th Birthday to American Independence!
It's true!
How are you thinking differently?
Do you have a trusted advisor that helps?
We can!
Give us a call to learn more about how we can help you make a plan.
270-827-8849
Thanks to all who attended this year's GuideWise Golf Outing! 🏌️♂️🏌️♀️
#guidewisefg
Accurate picture of how we feel about our Hunter Orange Safety Hats🦺🧢🦌!!!
With hunting season fast approaching, be sure to ask your advisor for one of our hats as our gift to you before you hit the field.
Our firm enjoyed hosting a team for the Good News Jail & Prison Ministry Golf Outing last week. A great event for a great cause!
Happy Thanksgiving!🦃
Our offices will be closed tomorrow and Friday.
We will be back Monday morning at 8:00.
