It's that time of year when we likely feel we get to hit the "re-set" button whether it's our diet, relationships, financial matters, etc. This is the perfect time to examine your financial situation with your advisor. Review your estate documents, beneficiary designations, and commit to taking action this year.
Your advisors in the Kalamazoo downtown office of Raymond James are committed to helping you achieve your financial and life goals. We work hard to partner with you and your other financial professionals to keep you headed in the right direction.
Thank you for your continued trust. As we look towards the future and all the challenges we will face, please know that your trusted advisor is with you the whole way!
Best wishes to you in the new year,
April S. DeLange
Southwest Michigan Complex Manager
Vice President, Investments