Wealth Management & Financial Planning

Wealth Management & Financial Planning

Is Your Financial Advisor Keeping Up With The Times?

Consider This Program with Joe Clark, CFP and Grant Soliven, AIF.
In this segment we will cover:

With an ever-changing economic and legislative environment, it is crucial to regularly update and evaluate your financial plan. Join us as we discuss what can happen if you decide to stick with your original plan. Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com to schedule your complimentary Next Steps meeting today.

Segment: What To Do When Your Best Laid Plans Go Astray – Changes In Your Financial Phase. https://www.yourlifeafterwork.com/what-to-do-when-your-best-laid-plans-go-astray-changes-in-your-financial-phase

Article: Planning for the unexpected – Planning for the Unexpected – The Financial Enhancement Group (yourlifeafterwork.com)

Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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Important Update

Due to health and safety concerns for our families, friends and our team, we have made the difficult decision to temporarily close our offices in Lafayette, Brownsburg, Indianapolis and Anderson until January 4, 2021. Our team will remain available to you by phone and email to continue to offer you assistance with your service requests. Please do not hesitate to contact us with any questions you may have.

Questions? Give us a call at 1-800-928-4001.