As part of our ongoing partnership with Concord Wealth Management, we are excited to announce that they are offering a free Mystic Rugby beanie hat to all Mystics who come in for a complimentary consultation with an advisor to discuss their financial goals.
Concord Wealth Management believes that when it comes to your finances, you need a long-term game plan to make sure you don’t lose out. They provide guidance on integrated programs which can provide financial protection for your assets, long-term investment opportunities, and income sources including:
- Retirement Planning
- Tax Reduction
- Investment Portfolio Analysis
- Tax-Free Alternative Investments
- Life Insurance Analysis
- 401(k), 403(b), IRA or Other Rollover
- Planning for Children’s Education
- Assets Transfer / Estate Planning Pension Maximization
To get yourself in line for a beanie, please sign up using one of the following three options:
- Sign up online at http://www.cwmofnewengland.com/p/complimentary-mystic-river-rugby-hat
- Email Concord Wealth Management at email@example.com, or
- Call Concord Wealth Management at 781.966.2980
There is no obligation beyond the initial complimentary consultation.