January is Financial Wellness Month – A Perfect Time for a Financial Checkup

By January 4, 2021Uncategorized

Like annual physicals, a yearly financial checkup can help uncover hidden problems, inspire you to set new goals, provide information you need to improve your health, and make sure you’re on track for well-being.  I specialize in thoughtful and objective investment guidance aimed at keeping your finances and goals in shape.

Call today for more information or to schedule a consultation.

Live Oak Investors

Jason Zamora, Wealth Manager

830-331-1113 Phone

830-331-2022 Fax

j.zamora@lpl.com

liveoakinvestors.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  LPL Financial and Live Oak Investors are separate entities.

 

 

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