“Fall is in the air, or if you live in Florida… in our hearts! The weather may still be hot, but the hustle and bustle of the end of the year is upon us. Students are back to school, snowbirds are making their way back down south and for many of us it is a good time to get our finances in order before year end. The article we are sharing today highlights a few situations where working with a financial planner may be a good idea. Whether you need impartial advice or help to get started, a financial planner can work alongside you to make a plan for the future and address your current financial needs. If you have any questions about your financial plan or investment portfolio, give us a call.”
