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Whether you’ve previously worked with us at our former place of business or are new to Guth Financial, chances are you have some questions about the process that accompanies moving your assets from one company to another.
There are some general principles I’d like you to keep in mind when adding beneficiaries. These are best practices – not necessarily hard and fast rules.
That magic number is coming – 65 – and your friends and family keep mentioning the “R” word – retirement. You know you’re financially ready to take the leap. We’ve helped you get there.
Ask anyone about the definition of the so-called American Dream and the words “own your own home” will no doubt be part of the response. But, financially, is this really the right thing to do?
If you’re a high earner and a good caretaker of your hard-earned money, you’ve no doubt already discovered one of the most important secrets of long-term investing – saving.
READY TO LEARN MORE?
Our process begins with a 15 minute phone call. Let’s see if we’re a good fit.
Securities offered through SCF Securities, Inc. • Member FINRA/SIPC • Investment advisory services offered through SCF Investment Advisors Inc. • 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 • 800.955.2517 • 559.456.6109 FAX. • Atria Wealth Solutions, Inc. (“Atria”) is not a registered broker-dealer or Registered Investment Advisor and does not provide investment advice. SCF and SCF Investment Advisors, Inc. are subsidiaries of Atria. SCF, Atria, Charles Schwab, and Guth Financial are independently owned and operated.
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