Broker Check


June 29, 2023

What was the last puzzle you finished? Everyone was doing puzzles during the height of the pandemic a few years ago. The bigger, the better with all that extra time! My wife's favorite puzzles are Ravensburger. She often would buy 1000 piece sets of her favorite places to visit. Our cats and dog liked to help, too. 

Have you ever tried to complete a puzzle without the box? What a challenge! Starting with one piece and trying to build an entire picture without that box would be nearly impossible.

Building wealth through investing without a sound financial plan is the same as not having that puzzle box. We're adding money to an investment account without knowing what the plan is. Hiring a financial professional to build your financial plan is critical to finishing the puzzle. If your plan still needs to be created, contact a financial pro and start today. We're here to help.