Mid-Year Is a Good Time for a Financial Checkup.
The first half of 2021 is behind us. As life emerges from the pandemic to a “new normal,” a mid-year financial checkup may be more important than ever this year. Here are some ways to make sure that your financial situation is continuing on the right path.
The CorePlus Wealth Management Services at CorePlus is staffed by Mr. Holland Rajaniemi who can help you map out a personal financial management program.
To set a no-cost, no-obligation appointment, call Holland Rajaniemi at (860) 885-3680, or email at [email protected].