SOMA Living December 2024

A little help can go a long way on the path to retirement

The markets will do what the markets do, events both big and small will change your priorities and alter your plans, and perhaps opportunity might even knock once or twice. In short, you’ll be living life. And because change is the real constant, it’s not that difficult to veer from your retirement path. So it’s always nice to travel it with someone you trust. Whether you’re unsure if you’re still tracking to your retirement goals or if your investments are truly tied to your objectives, let’s take a look at your plan together. We can help align your financial priorities with your values, helping you make the right decisions at the right moments to help you not just maximize your money but maximize its impact.

Contact us today and we can help make sure you stay on track.

TrueEdge Wealth Management of Wells Fargo Advisors

Margo Hill, CRPC®, CDFA® Senior Financial Advisor Managing Director - Investments Direct: 917-846-3682 margo.hill@wellsfargo.com

Chad Thomas, CFP®, SE-AWMA™ Senior Financial Advisor Vice President - Investments 190 River Road Summit, NJ 07901 Direct: 908-370-4916 Chad.Thomas@wellsfargo.com https://fa.wellsfargoadvisors.com/ trueedge-wmg/index.htm

Investment and Insurance Products: NOT FDIC Insured NO Bank Guarantee MAY Lose Value

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. ©2023 Wells Fargo Clearing Services, LLC. CAR-0323-04417

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