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Mystic Beanies from Concord Wealth Management

  • Admin
  • Mar 30, 2016
  • 1 min read
Concord Wealth Management/Mystic Beanie

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:

  1. Sign up online at http://www.cwmofnewengland.com/p/complimentary-mystic-river-rugby-hat

  2. Email Concord Wealth Management at inquiry@cwmofnewengland.com, or

  3. Call Concord Wealth Management at 781.966.2980

There is no obligation beyond the initial complimentary consultation.

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