Our attention to your financial plan extends beyond investment management to include estate planning to make sure that all of the pieces of your plan are working together in your best interest. As an added service to our clients, we are hosting complimentary will review days throughout the year to check in on these key components of your plan.
The team at SecondHalf Coach Wealth Management would like to invite you to our office for a WILL REVIEW DAY.
Meet with our strategic partner, attorney Jessica Rafferty, to review your current will on Monday, February 27, 2023, at our office.
Call to schedule - limited space available! 724.537.2799
You are under no obligation to use the services of Rafferty Legal and may choose any qualified professional to provide legal services.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
SecondHalf Coach Wealth Management and LPL Financial are separate entities and unaffiliated with the above named company.
Date and Time
Mon, Feb 27, 2023
9:30a - 4:30p PST