Client Newsletter

Client Newsletter 2Q14

Second Quarter 2014 Newsletter

Our Second Quarter 2014 Newsletter is now available online at the link below. Inside you will find information on services that can help organize your financial affairs, including:

  • Is it Time to Enroll in Medicare? Plan Smart to Maximize Coverage and Avoid Costly Lifetime Penalties
  • Windgate Events & Meet Our Team
  • Your Brain: Friend or Foe?
  • Links to Financial Planning Resources

Download our quarterly newsletter here.

Email Sign Up