January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy.1
For a financial professional, it’s time to connect with new clients and discuss their financial situation and aspirations for their future. It’s also a good time to connect with established clients and check it to see if their financial strategy needs any adjustment, as well as talk about any changes they want to discuss.
Having your financial strategy in place can not only mean a great deal to you in the long term, but it may provide you some comfort in the short term. Schedule a time to discuss this with your trusted financial professional today.
- Purdue.edu, January 2020
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Compliance Note: A1RB-0119-Jan23t
Contact us with questions or comments today.
Matthew J. Condon, CFP®
Condon Sullivan Wealth Management & Planning