Have You Heard From Your Advisor?
Uncertainty has kicked in as one of the highest emotions most American’s are feeling during this season of life and we understand the struggle.
New legislation, volatile markets, income during retirement, estate planning and taxes leave all of us with many questions! Questions that leave us feeling confused and uncertain.
- Will I have enough money to retire?
- Do I need to make changes to my portfolio to better suit my circumstances?
- Will my money last through my retirement?
- Do I have the right estate planning documents in place?
- How do the CARES and SECURE Acts affect me?
- How can I best save money on taxes?
As a recipient of our educational materials, you know that we thrive on providing education.
While we have been contacting our clients and having conversations with them, we know that many advisors are not. That’s why we would like to help guide you through this uncertain time. Our goal is to help you move forward with confidence and hope.
We are excited to offer you an exclusive, online, complimentary strategy session to help provide direction and answers to your personal questions. Not only will we do our best to answer your questions but we will provide an overview of how we develop, optimize, evaluate, monitor and review portfolios.
We hope you’ll join us for this exciting online opportunity!
Reserve your spot today - Click on the link above, or contact Shelli at 605-357-8553 or email@example.com.
Have you heard from your financial advisor?
Raymond James Financial Advisors do not render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
This content is for general information only and is not intended to provide specific advice, an endorsement, or recommendations for any individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what is appropriate for you, consult a qualified professional.