Wilmarth Financial Planning Group
of Raymond James & Associates, Inc.
Member New York Stock Exchange/SIPC

 

News and Events


  

The Colors of the Fall


 

Even if you’re not a leaf-peeper, you can accept the impressive slow-motion cascade of color that sweeps south from Maine to California as final notice that the year is winding down toward the holidays. In addition to preparing for brisk temperatures, you may also be in the middle of figuring out your plans for annual family occasions, whether or not they involve travel.

If you have small children in residence, your home may be decorated with Halloween hobgoblins. If you don’t, you may be faced with the annual dilemma of trying to decide just how much giveaway candy you’ll need on hand – most of us claim we don’t want to be tempted by leftovers the next morning. October has been the time when sports fans tune into the World Series, although this year it’s clearly a November rather than an October classic.

The middle of the fall isn’t all fun and games, of course. It’s approaching the time when you’ll want to assess the year financially and think about strategies that would work for you. But there’s still adequate time for that. For now, I hope you are enjoying the colors of the fall and that your family’s year-end plans are taking shape just as you planned.

I appreciate being able to work with you and to be of service to you and your family.

Sincerely,

Steven T. Wilmarth, WMS                                                                                                                                          
Vice – President, Investments                                                                                                                           
Wealth Management Specialist                                                                                                                                   
Investment Management Consultant
Retirement Plan Consultant



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Steven T. Wilmarth
Vice President, Investments
Wealth Management Specialist

202 N. Harbor City Blvd.
Suite 200
Melbourne, FL 32935
Phone: 321-253-7900
Fax: 866-522-9580
Toll-Free: 800-838-4488
Direct: 321-253-7911
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