Broker Check

January Check In

January 22, 2019


At the beginning of each year, we always assess where we are versus where we thought we'd be.  January is always a good time to review the goals we have set in place.  Whether you have accomplished these goals or not, take this time to evaluate what you want to accomplish this year. If any of your financial goals have changed or if you would like to set up a meeting to review your accounts, please reach out to us at 215-579-5601.

As always, we also wanted to check in with you to see if you had any life changes or updates that you need us to attend to (i.e., new job, promotion, marriage, new baby or grandchild, etc.).  If we can be of service in any way, please do not hesitate to contact us.

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.