Our practice and page are constantly changing to improve relationships and services. New things on the horizon:
Spencer's family added two members in February! A picture of the babies has been emailed to clients.
New Blogs! We will kicking off a new format with our next blog coming soon- Mid March
Events in Quarter 2 (Warmer weather): Shred Day/ Tie-Dye
Bring your documents, drop in our secured box and we make sure everything is shredded to keep you safe!
The Avoided Garden
- "I have lots of time until I retire" thought process
- "There are so many things I want to do now."
- "I don't make enough to save anything for retirement."
The Ignored Garden
- 401K may have been started but now forgotten.
- Worked with a consultant at one point but don't know what's in my plan.
- Out of sight, out of mind.
The Go It Alone Garden
- I have been managing my own savings/retirement.
- I am not sure what investments I have.
- My investments are the same kind.
The Nurtured Garden
- Guidance from expert.
- Adjust plan periodically for growth.
- Have variety in my plan that fits where I am NOW in my journey.
