Life is full of big milestones and small moments. A financial plan should reflect that – incorporating your goals for today and tomorrow, as well as potential surprises to come.
It’s much more than just an investment account and retirement plan. It’s your financial suit of armor and your ticket to the life you want to live.
This free presentation will be given by Tennelle Nickel, a partner with SilverTree Wealth Partners, an affiliate of Raymond James. As a Chartered Retirement Planning Counselor, Tennelle is passionate about helping her clients develop and achieve their long-term financial goals. She has lived in beautiful Southern Oregon since 2003. Tennelle and her family love to kayak, paddleboard and spend time outdoors hiking, biking and exploring.
