2019 New Year Financial Checklist

2019 New Year Financial Checklist

As the new year approaches, now is a great time to review your financial situation. Download our 2019 New Year Financial Checklist. When is the last time you or anyone else took a good, hard look at your current investment strategy? Are you covered with your current insurance policies? Healthcare directives? Read this quick guide now.

Please don’t hesitate to contact us for a free discovery call. We’d love to help get your financial house in order for 2019!

Andrew D. Eddy, AIF®,ChFC®,CLU®,CFP®
Andrew D. Eddy, AIF®,ChFC®,CLU®,CFP®

At Eddy Financial we believe strongly that confident financial decisions are best made when we – and you – favor solid evidence over distracting emotions. 

Let us show you the evidence with a detailed second opinion financial advisor service gap analysis, so you can see the numbers for yourself, plainly and clearly.

If you are doing well, we will not hesitate to tell you so. If we see room for improvement, we won’t be shy about telling you that either – along with how we can assist should you wish to proceed.

Schedule Free Discovery Call / Second Opinion Consultation


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