It’s open enrollment season

November 19, 2023

It’s that time of year again, when many company-provided insurance policies allow open enrollment.

We’d like to piggy-back on that concept by offering you an open enrollment of another kind. If you give us a call or reply to this email today, we will make sure you are “enrolled” for your yearly review of your financial picture. It’s the perfect time to look at how your portfolio is performing and answer any questions you’ve been curious about. 

We look forward to connecting with you soon!