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Let’s Connect and Get Updated

Let's Connect During the Difficult Time

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.
Questions like:

  • 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.