Broker Check

December Check In

December 06, 2017


We wanted to take this opportunity to wish you all a happy and safe holiday season. Before the festivities begin, I wanted to check in to see if you have any changes or updates that you need us to attend to.  If we can be service in any way, please do not hesitate to contact us.

In addition, as we head into the final weeks of 2017 and you're currently saving for college, don't forget to make your 529 contribution. You may qualify for a state tax credit or deduction for contributions to a 529 plan. The rules vary by state.  Feel free to reach out to us if we can be of any help.

Stacy Brilliant, Chief Operating Officer



All month long we've been asking our clients to tell us their life goals. Send us your goals and we'll send you our personal advice for how to help achieve them.