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National Financial Planning Month

We hope you’re doing well. We don’t know about you, but last year was a wake-up

call--financially and otherwise--for many individuals.

A worldwide pandemic certainly has a way of putting plans and dreams in perspective--and now that National Financial Planning Month is here, there’s never been a better time for you to revisit your goals and make sure your finances are on track to take you there.

If you’d like another set of eyes on your current financial plans, we would love to help.

We can:

Review your current portfolio and discuss any questions you may have.

  • Go over changes in your retirement or college-planning goals.

  • Evaluate your tax planning in light of 2021 tax revisions.

  • Assess your insurance coverage and make any necessary changes or offer additional ways to save.

  • Revisit your estate plan and ensure everything is just as you desire.

Send us an email at or give us a call at (269) 324-0080 at your convenience, and we’ll get something on the calendar. We look forward to catching up.

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