We have a few slots left to meet with folks next week in south Florida (Mon/Tues/Weds, December 14 -16th).

Anyone in the Miami/Fort Lauderdale who would like to sit down one-on-one with us to discuss their current and future financial circumstances investments, retirement accounts, etc. please email Joe Fitzgerald with your contact information to schedule a time.

I am looking forward to checking out our new office in Coral Springs. Now that we are in the South Florida Community, I will be in the Sunshine State at least twice a year. But we are filling up quickly, so unless you want to wait until May, please book a slot now.

Additionally, those investment advisors/brokers/RIAs who are looking for a better alternative to their current platform, and would like to learn about the Fusion Advisor Platform, can also meet with us. Advisors who are interested should email Joe Conte, who heads our Florida office.

Category: Asset Allocation, Investing

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