If building wealth is among your aspirations for the year ahead, below are some ideas for potential goals to set, depending on your age and stage of life.

Although your priorities will surely change over time, the goal of continuing to build wealth may not. If you would like a referral to a financial professional in my network, give me a call!

Happy Holidays!

Glen

PS: My business is built on working with referrals. If you know of other quality people like yourself interested in buying or selling, please give me a call. I would love to help them.