Who wants personalized monthly videos from their Financial Advisor?! Ok maybe not everybody, but our clients get them! We do not always expect a response or any "action" item to come from it, but we do want our clients to know that we are always thinking about them...and of equal importance, we are covering all of these items when we are planning. When the year is completed our clients feel at-ease knowing that someone is looking our for all of these things and taking care of them. Watch the video to see and hear the 12 topics that we cover in our monthly videos. Make it a great day!
Content here is for illustrative and educational purposes only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.
This commentary reflects the personal opinions, viewpoints and analyses of Six Point Financial Partners. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by Six Point Financial Partners or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.