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5610 Ward Road, Suite 300 Arvada, CO 80002
9200 E. Mineral Avenue Centennial, CO 80112
Phone: 303-252-0852
Website: www.walshfinancialsolutions.com
As life changes, your goals may often change, too. The New Year is a good time to revisit, review and adjust your investing goals to account for changes in your life.
Just married? Your goals just became our goals. That money you thought you were saving for a summer-long cross-country car trip just became part of the eventual down payment for your first house.
Becoming a proud parent for the first (or fifth!) time? New goals will arrive with your precious bundle, as you consider how much college will cost in 18 years. That college savings fund you were casually talking about starting? Putting money away now so it can potentially grow over the years takes on greater importance.
*Asset allocation won’t guarantee a profit or ensure against a loss, but may help reduce volatility in your portfolio.
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Advisory Services offered through Walsh Financial Solutions or Vanderbilt Advisory Services. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Walsh Financial Solutions and Vanderbilt Securities, LLC are separate and unaffiliated entities. Clearing agent: Fidelity Clearing & Custody Solutions. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
Walsh Financial Solutions, LLC and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
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