Who’s the first person you tell big news to? Your spouse? Your family? Put your financial professional near the top of your list. They need to know about the big transitions you make, so they can help you adjust your strategy accordingly.
Mike Alder’s Post
More Relevant Posts
-
Certified Legal Document Preparer, Certified Estate and Trust Specialist, Investment Advisor, Estate Planner, Registered Representative at LPL Financial
Who’s the first person you tell big news to? Your spouse? Your family? Put your financial professional near the top of your list. They need to know about the big transitions you make, so they can help you adjust your strategy accordingly.
-
-
Voted Roseville’s Best of the Best Financial Advisor - 2021 through 2024. President and Financial Advisor at Thrive Stewardship Financial Advisors, Inc.
Who’s the first person you tell big news to? Your spouse? Your family? Put your financial professional near the top of your list. They need to know about the big transitions you make, so they can help you adjust your strategy accordingly.
-
