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True Finance- Common Nerves when Meeting with an Advisor Thumbnail

True Finance- Common Nerves when Meeting with an Advisor

Mark looks back on the most common statement he has gotten from new clients, "I wish I had come in sooner." We would love to ease your nerves and have a conversation with you about your situation. Contact our office today at 800.804.0420 or https://fsgmichigan.com/contact.

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BrokerCheck Demonstration

Brice recently received an invite to a FREE retirement planning dinner. Upon further inspection, it turned out the host of this dinner was not a properly licensed financial advisor! Watch out for these "FREE" sales presentations. In this video, Brice demonstrates how you can use BrokerCheck.com to look up financial advisors and check their credibility.

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Lansing BWL 401k and 457

A special message from Mark Carter. No matter your age or if you're working or not working, we can help manage your 401k and 457. Contact our office today to schedule, 800.804.0420 or https://fsgmichigan.com/contact

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2019 Standing Letter of Authorization

You may receive a Standing Letter of Authorization for all your accounts in the mail soon. This is an annual mailing that is sent from TD Ameritrade. Kyle goes in-depth on what you should expect to see in the letter and what it means for your accounts. Please reach out to us if you have any questions on this.

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Educational Moment- Chasing Returns

Chasing returns might seem like the best option when looking at past performance but you need to remember that markets are cyclical. This week, Brandon explains why it's important to diversify and why you shouldn't chase returns.

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True Finance- Freeing up Debt

Kyle shares a couple of tactics he used to free up debt for some of his clients and how he was able to help them get ahead and make progress towards their financial goals.

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