We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.
Here are this week’s items:
Portfolio Update: Murs and I have recorded our portfolio update for August 29, 2022
This Weeks Podcast – Peace Of Mind Wealth Management Retirement Process
Are you considering taking that complimentary call and possibly working with us? Here at Peace of Mind, we have a well-curated system from the first meeting we have with a potential client to the actual job of managing their financial retirement plan.
This Weeks Blog –Peace Of Mind Wealth Management Retirement Process-
If you decide that you want our help when you’re trying to secure your retirement, these are the very steps that we’ll go through to help you meet your retirement planning goals.