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I'm excited to share with you a revolutionary new concept that takes advantage of rising interest rates.
Are your financial goals on TARGET?
A lot of people turn over a new leaf at the beginning of a new calendar year. Think back to 2015. Did you set goals for yourself? What was it you wanted to get done? Did you hit your target? As your financial advisor we are here to help you with your financial goals. Have you had a recent change in your life that we could help you with? Are you ready to retire? Does your current portfolio align with what is happening in your life now? If you have questions or would like to meet to review your current portfolio give our office a call. We would be glad to set an appointment with Brian to discuss your current situation and help you set some financial goals for 2016!