Broker Check

June Check In

June 21, 2018


While schools are letting out for the summer and vacations are being planned, don't think that your finances get a summer break.

We're almost halfway through 2018 and now is a good time to review the goals you established and make sure you're still on track to achieve them.

It's also a good time to schedule a review with us.  Give us a call at your earliest convenience to schedule an appointment.

In addition, we wanted to check in to see if you had any changes or updates that you need us to attend to.  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.