Schedule a Fall Meeting

Happy Labor Day weekend! The beginning of September marks that transitioning time from summer to fall. Now is the time period I like to tell my clients to get on my calendar. Schedule a meeting with me. There are three topics that I generally like to review and discuss.

  1. Review Beneficiaries
  2. Review Roadmap and Goals for 2020
  3. Tax Projections

With that being said, have a great holiday weekend and let’s start the fall season off on a good note. Get on my calendar!

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