Broker Check

COMING SOON - NEW Bluffton Location

117 E Elm Street

Bluffton, OH 45817

8/15/19 – ANNUAL REVIEW - FOR YOU?

One of the services we offer our clients is the opportunity to have an annual review (or more often, as needed.)  This is a time to talk about changes in your investment objectives, new or developing changes in your timeline toward retirement, any changes in your financial situation, and so forth.  It is a good time to answer any questions you have, review your insurance coverage, look at beneficiary changes, and more.  

Life changes -- and so do your investment needs.  If you are our client, we try to send you a reminder postcard every year to call us for a review. 

It occurred to me today that many people who read this newsletter may not actually be our clients - but you would still benefit from a review!  So let me make this offer to you...

If you'd like us to review your current investments (whether held at your employer - such as a 401k or 403b - or at a bank or at another investment firm) we would be happy to do so. We take a no-pressure, no-obligation approach and give you the opportunity to ask questions. We do ask that you complete a simple questionnaire first and that you let us see statements from your accounts.  This gives us the information we need for your review.

It doesn't matter whether you are young and starting out or approaching retirement. We'd be happy to have a conversation with you.  Call our office today for an appointment.