Broker Check

November Update

November 14, 2018


As we move into the holiday season, there couldn’t be a better time to start the conversation with your family, friends and loved ones about their personal goals, health and preparation for the future.

Studies show 70% of people who reach the age of 65 will need some form of long-term care in the future. Give us a call today to discuss this important part of your financial health.

As always, we also wanted to check in with you 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.

Have a Happy Thanksgiving.

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.