As readers of VISTA Today, you are cordially invited to participate in this informative conference call as Kim and her guest, John Hall with Caring Transitions, discuss:
- How much risk are you taking in your investments?
- Are you prepared to help Mom and Dad in transition?
Please RSVP by e-mail to firstname.lastname@example.org. Once you’ve registered, you will receive conference call-in instructions.
Brumbaugh Wealth Management is a firm with an emphasis on comprehensive planning driven by advice. Clients and prospects include business owners, executives, and professionals, who would like to solve their financial objectives on a cross-disciplinary basis by using a holistic viewpoint. Brumbaugh Wealth team members serve as advocates and trusted advisors to clients to help ensure financial planning success based upon each client’s personal definition of success.
Kimberly Brumbaugh is a registered representative of Lincoln Financial Advisors Corp.