SBWWM Year End Checkup

IT'S A GREAT TIME TO REVIEW YOUR RETIREMENT PLANNING FOCUS -- LET US HELP.

As we come to the end of 2017, this is a great time to review your retirement plan and make sure your investment strategy and performance are on track. As a full-service financial services provider, SBW Wealth Management can help. Schedule a complimentary, no pressure portfolio evaluation with Anthony Scola and Kevin Beauregard, Vice Presidents, SBW Wealth Management and Infinex Investment Executives. We’ll work with you to answer your questions and provide valuable insights that you can use to help optimize your existing retirement strategy.

To schedule your free portfolio evaluation and to RSVP for our Fiscally Fit seminar, please call Samantha Corliss, (603) 355-1674. If you have a friend or family member who could benefit from the wide range of investment and retirement planning services SBW Wealth Management offers, we'd be happy to chat with him or her, as well!

 

UPCOMING FISCALLY FIT SEMINAR

Be sure to join us for SBW Wealth Management's next Fiscally Fit seminar on Wednesday, January 10 at 5:30 pm where Anthony Scola and Kevin Beauregard, VPs, SBW Wealth Management and Investment Executives, Infinex, will focus on Retirement Income Planning. Topics will include: How much annual income you'll need during your retirement years to support the lifestyle you want, positioning your assets to provide that income and much more.

This seminar will be held at SBW headquarters located at 84 Marlboro Street in Keene. To register, click here to fill out the form or call Samantha Corliss (603) 355-1674.