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Top 4 reasons to schedule a summer “check-in”

We know how busy your school year can be. That makes summertime the perfect time to schedule a “check-in” with your Financial Advisor.  Here’s why:

  1. You have the time! Sure, you deserve to relax after a stressful school year, but make a little time to schedule a meeting early on. Then, relax in the sun knowing your finances are in check.
  2. You owe it to yourself. You spend all school year nurturing others. It’s time to take some time to focus on your own financial well-being.
  3. Advice you can trust. Educators financial specialists are salary-based (not commissioned), which means we have your best interest at heart. We’ve been providing unbiased, education-specific financial advice since 1975.
  4. You’ll have more money in your pocket. A recent study showed that households who received financial advice had over 4 times more financial assets than those who were non-advised.

By taking a little bit of time out of your summer, you’ll set yourself up on the road to financial wellness all year long. Book your appointment now.



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