Valued Clients and Friends,
We are in full-swing of quarterly reviews and new client appointments. Thank you for your continued support!
We are scheduling appointments a couple weeks out. Please call us and we will do our best to accommodate your schedule.
In this issue you will find the following:
- [Video] Economic Update with David Lee
- Financial News Replay - Articles
- NEW Mach 1 Podcasts - Are you Listening? What do you think?
- 17 Financial Resolutions for 2017, Time to Plan Your Year-End Taxes, Tax Filing Errors to Avoid
- We have a WINNER for our $100 Gift Card to Ruth Chris Steakhouse! Thank you for everyone who completed our client surveys. We would still like to get your client survey in - this helps us align your interests with our upcoming events and financial forums this year!!
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