We are blessed to have jobs we love, clients we enjoy working with, and a great community to work in.
We wanted to share our blessings by donating a full day of service on Thursday, April 28, to anyone that needs to meet with a financial professional. Obstacles like lack of childcare, a work schedule that is either difficult/impossible to change, not having a certain level of net worth, or having debt are just a few things that can stand in the way of meeting with a financial professional. We want to remove as many obstacles as we can, so we have extended our hours, shortened the appointment time, and we will have snacks all day in case someone has missed a meal. (No obstacles here when it comes to children! Your kids and grandkids are always welcome in our office.)
For Community Day to be a success, we really need your help! If you can think of anyone that would benefit from a no fee, no strings attached 30-minute meeting with a financial advisor, estate attorney, tax preparer, or financial coach, we would really appreciate it if you would help us spread the word to as many people as possible. Let us know if we can send information to your school, church, workplace, etc.
Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group and Cullman Wealth Team are not registered broker-dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SPIC. Representatives may not be registered to offer securities and advisory services in all states. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plague design) and CFP® (with flame design) in the U.S., which it awards to individual who successfully complete CFP Board’s initial and ongoing certification requirements.