February 27, 2023 Weekly Update

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 February 27, 2023

This Week’s Podcast – The Retirement Planning Process

What does the financial retirement planning process looks like? How does it work? What information do you need to present?

Maybe you haven’t worked with a financial advisor before and don’t know the financial planning process. In this episode of the Secure Your Retirement podcast, we have a large part of our team take you through our retirement planning process.


This Week’s Blog – The Retirement Planning Process

The retirement planning process is intense, and we have people contacting us all the time asking about it. After all, you want to do everything you can to secure your retirement with as few hiccups along the way as possible.

We brought everyone from our team together to outline everything you need to do in the midst of planning your retirement.