“So, what’s next Kent? Where is the economy going? What’s the deal with inflation? How will all this impact me, my family, and my financial Plan?”
Take a look at the video below, where I examine the economy and its impact on trading. We’ll also look at some year-end planning ideas to consider, including charitable giving and other strategies specifically for business owners.
We know that the end of the year can be a stressful time. We want to make sure you know that we are always here, in your corner, with ideas and insights to put your mind at ease. Please reach out with any questions about this video, your accounts, or anything in between. We always look forward to connecting with you.
Sincerely,
Kent
M. Kent Welborn, CFP®, CEPA®, AEP®, CLU®
Principal Business Planning & Wealth Management Advisor
602-813-0202 | [email protected]
Investment advice offered through Integrated Partners, doing business as Welborn Financial, a registered investment advisor.
CA Insurance #0E89355
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