We are sorry we missed you!
We are sorry we missed you at our New Generation Retirement® seminar!
At the seminar, we covered the importance of:
Even though you were not able to attend, we encourage you to take a few minutes to complete the Color of Money Risk Analysis. This 11-question self-assessment helps give you insight into your risk profile using the most important criteria of all – your goals!
If you have any questions or would like to set an appointment, please give our office a call.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wealth Financial Services & Tax Advisory and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Insurance products and services are offered through Wealth Financial Services & Tax Advisory. Wealth Financial Services & Tax Advisory and Jordan Flowers are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions.
Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.