Why Start with a Map?
- Hilltop Securities
- Financyy
- Nancy Lewis-Heliotes
- 1420 Third Street #9
- Napa, CA 94559
- 707-326-9773
- nancy@financyy.com
- www.financyy.com
YOUR LIFE, YOUR PLAN
Why Start With A Map?
You may no longer pull out the Road Atlas to plan a family trip ( or maybe you do?) Regardless, your trip will start with some type of Map- maybe electronic, but a map none the less. You decide on a set of locations, and the best route to fit them all into whatever time frame you are planning for.
Why don't we treat life this way? Only our vacation deserve this orderly focus? Don't you have places you want to go in life? Things you want to do, people you want to see on the way? Even though we may now just ask google, siri or some other AI, to give us direction to where ever it is we plan to go......
You still need a Map.
Optimize your route, reach out to create your plan.
Questions?
We are committed to helping you pursue and achieve your financial goals. Connect with Nancy.
IMPORTANT DISCLOSURES
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.