Monthly Update - September 2020
We have received many questions about how the upcoming elections that may affect your investment portfolio. 🗳️ We can address some of those questions and more importantly, talk about your personal short-term and long-term goals in our next meeting with you.
Open enrollment for employee benefits occurs during the fall. Be aware of what you are enrolled in and what changes you should make this year. 👍
We are still holding virtual meetings, so if you want to reassess your financial or retirement plan please schedule a meeting with 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 email@example.com
Victor: 619-546-6165 firstname.lastname@example.org
Colleen: 619-546-6147 email@example.com