January is National Financial Wellness Month

January is National Financial Wellness Month

January 19, 2023
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National Financial Wellness Month comes each January. It's a time to remind people to either establish a financial strategy or take some time to sit down and review it with their trusted financial professional.

For us, it's time to connect with new clients and discuss their financial situation and aspirations for their future. It's also time for us to connect with established clients and check to see if their financial strategy needs any adjustment, as well as discuss any changes that might be necessary.

Taking care of your financial strategy is not unlike taking care of your health. Regular attention and a little preventative care can go a long way. Let’s schedule a time to discuss your financial life today.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk, and the return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Past performance does not guarantee future results.The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.