• Hot Deal

    Finanical Wellness Check-Up
    We get a check up at the Doctor every year, shouldn't we give our money a check up too?
    Money is complicated, and sometimes we just don't know where to start. Some people may want to make sure they are on track to save for retirement; are thinking about how to pay for college; wonder if they are properly protecting their family and/ or their income; and others aren't even sure what their goals are. I can help! 
    Take advantage of this offer help you solve some of your most complicated money challenges.  We will sit down, assess your current situation, and devise a strategy to tackle each challenge or we will reaffirm you are on the right track and you have established a relationship with someone you can call when life happens and we aren't where to turn next. 
    Contact Information
    Offer Valid: May 9, 2019January 1, 2020
    Greater Brighton Area Chamber of Commerce
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