The choices you make today can impact your family in the future – no matter how close to or far from retirement you are. What retirement assets do you have today and how much of these resources will you need when you stop working? What about non-retirement assets and other special assets such as your home or high-value collectibles? Developing a retirement plan involves identifying priorities, setting goals and examining your current financial resources. Hear our Providence Wealth Advisors te...
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The choices you make today can impact your family in the future – no matter how close to or far from retirement you are. What retirement assets do you have today and how much of these resources will you need when you stop working? What about non-retirement assets and other special assets such as your home or high-value collectibles? Developing a retirement plan involves identifying priorities, setting goals and examining your current financial resources. Hear our Providence Wealth Advisors te...
Your Financial Journey: Why Use a Financial Advisor?
Your Financial Journey
28 minutes
2 years ago
Your Financial Journey: Why Use a Financial Advisor?
Do you have a person you can call when a financial question arises? Is this person aware of your financial situation, background, goals, and objectives? Providing this level of knowledge and understanding requires a lot of work and collaboration behind the scenes. Listen in as Vice President & Trust Officer Jay Faler and Investment Advisor Representative Laura Fasan join Executive Vice President Doug DeGroot to share their perspective on a day in the life here at PWA and reasons to use a ...
Your Financial Journey
The choices you make today can impact your family in the future – no matter how close to or far from retirement you are. What retirement assets do you have today and how much of these resources will you need when you stop working? What about non-retirement assets and other special assets such as your home or high-value collectibles? Developing a retirement plan involves identifying priorities, setting goals and examining your current financial resources. Hear our Providence Wealth Advisors te...
