FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
3445 Winton Place, Suite 116 Rochester, NY 14623 Phone: (585) 697-9233 Toll: (844) 604-0166 Fax: (585) 697-9230Michael: email@example.comSara: firstname.lastname@example.org
Just as cairns guide hikers to stay on the correct trail,
we help guide our clients along their path to financial freedom.
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Read current or past quarterly newsletters and market updates.
We post articles that might be pertinent to you finances.
Knowledgeable information about Medicare options.
Date Released: 1/17/2020
What does financial freedom mean to me? For me financial freedom is not the cliche of retirement on a beach. It is doing every bit of what I am doing now because I love it. I love building the relationships. I love to help others reach their financial freedom and to educate through newsletters and market updates. Financial freedom is making sure that my girls can do whatever it is that they want to do. It is Sara and I being able to find great hikes in exotic locations.
What does financial freedom mean to me? It means less worry and less stress. It means being there for my family, friends and organizations that are important to me. Financial freedom means staying responsible, and not frivolous, while being able to participate in activities that my family wants to participate in. It means couponing (which I enjoy), meal planning and list making, but not feeling guilty if I just don't have time one week.
Thank you to everyone that made it a successful and fun event!