Broker Check
It’s mid-year, let’s connect

It’s mid-year, let’s connect

June 05, 2024

Are you available for a mid-year check-in? We always appreciate this chance to discuss your portfolio, answer any questions, and stay up-to-date with any changes in your life.

For instance, if you’ve experienced any updates we haven’t yet discussed—family, income, assets, business conditions, or even debt—we should talk. We’re also available to discuss your portfolio, listen to any ideas you may have, and discuss overall market conditions.

What’s your availability like over the next couple of weeks? In the meantime, don’t hesitate to let us know if you have any questions in advance, and we look forward to speaking with you soon.