There is a lot to cover! 1...2...3...GO!
We wanted to reflect on some of the events that we missed this summer that normally grace San Diego with fun times and many memories. This year Pride and some of the other events have been different, but it is time to reflect on past memories of those events and look forward to the future celebrations to come (hopefully in person!).
🤔 To refinance, or not to refinance? Is getting life insurance worth it right now? Some of our clients have asked these questions and we want to make sure you understand your options.
Housecleaning your eMoney personal financial website and your estate planning documents could be something you put some of your newly-found spare time in to. Making sure everything up to date is worth your time, and will help us, help you.
College! In-person, or virtually, make sure you know the important information in starting the school year! Good luck this semester! 🎓
🎉 Like you, we also like to enhance our higher education! Congrats Victor for getting your advanced designation! Victor received his CSRIC™ is a Chartered SRI (sustainable, responsible, and impact investments) Counselor. This unique designation is a graduate-level program for advanced financial planners that provides foundational knowledge and scenario learning to work with SRI investments. 🎉
If you need us for any reason, please reach out!! We are always available by video chat and phone!
Bair Financial Planning wishes everyone a safe and healthy August. We are here for you if you need us.
As always feel free to reach out to us if you have any questions or need any assistance. We’re just a phone call or video chat away.
Marci: 619-546-6160 firstname.lastname@example.org
Victor: 619-546-6165 email@example.com
Colleen: 619-546-6147 firstname.lastname@example.org