During times like this, it’s critical that we meet and talk about your financial strategy and look at how things are going. We call it a strategy meeting, a sort of in-person (on the phone right now!) progress report regarding your financial life. Not only can we catch up, but I can answer any questions that might come to mind about your strategy, one-to-one and in real-time.
- How are my cash reserves, do I need to work on my emergency fund?
- Am I still on track, and what changes should I consider?
- My accounts have declined, does an IRA conversion make sense?
Let’s set up a time to get together to talk soon. Contact us to set a time
This material was prepared by MarketingPro, Inc. for use by Christine Pikutis-Musuneggi, CRPC®, CLTC, LACP.
MarketingPro, H. Beck, Inc. and The Musuneggi Financial Group, LLC are not affiliated.