Disciplined Action
Disciplined Action
Disciplined Action
As kids, one of our grandmothers’ favorite things to tell us was to communicate, communicate, communicate! It was not until we became financial advisors that we really understood why she would say this. She knew that dialogue was critical to discovering and solving problems. We cannot help fix what we are not aware of.
As kids, one of our grandmothers’ favorite things to tell us was to communicate, communicate, communicate! It was not until we became financial advisors that we really understood why she would say this. She knew that dialogue was critical to discovering and solving problems. We cannot help fix what we are not aware of.
As kids, one of our grandmothers’ favorite things to tell us was to communicate, communicate, communicate! It was not until we became financial advisors that we really understood why she would say this. She knew that dialogue was critical to discovering and solving problems. We cannot help fix what we are not aware of.
To that point, the centerpiece of the 626 Planning Process is to communicate. In addition to explaining your situation to us, we will explain how we use disciplined action to keep our clients financial lives on track.
To that point, the centerpiece of the 626 Planning Process is to communicate. In addition to explaining your situation to us, we will explain how we use disciplined action to keep our clients financial lives on track.
To that point, the centerpiece of the 626 Planning Process is to communicate. In addition to explaining your situation to us, we will explain how we use disciplined action to keep our clients financial lives on track.
We find it ironic that the activity that most people associate with financial advisors is “investing,” which is actually one of the last steps in our process. However, like with most activities, if you prepare appropriately the activity you started out to accomplish becomes easy.
We find it ironic that the activity that most people associate with financial advisors is “investing,” which is actually one of the last steps in our process. However, like with most activities, if you prepare appropriately the activity you started out to accomplish becomes easy.
We find it ironic that the activity that most people associate with financial advisors is “investing,” which is actually one of the last steps in our process. However, like with most activities, if you prepare appropriately the activity you started out to accomplish becomes easy.
Office: (269) 321-5040
Fax: (269) 585-6059
7950 Moorsbridge Road
Suite 104
Portage, MI 49024
Info@626financial.com
Copyright © 2024 FMG Suite. All Rights Reserved
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. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite 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.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Office: (269) 321-5040
Fax: (269) 585-6059
7950 Moorsbridge Road
Suite 104
Portage, MI 49024
Info@626financial.com
Copyright © 2024 FMG Suite. All Rights Reserved
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. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite 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.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Office: (269) 321-5040
Fax: (269) 585-6059
7950 Moorsbridge Road
Suite 104
Portage, MI 49024
Info@626financial.com
Copyright © 2024 FMG Suite. All Rights Reserved
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. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite 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.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Office: (269) 321-5040
Fax: (269) 585-6059
7950 Moorsbridge Road
Suite 104
Portage, MI 49024
Info@626financial.com
Copyright © 2024 FMG Suite. All Rights Reserved
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. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite 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.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.