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Your Year End Financial Checklist

Below is your 2019 Last-Chance Checklist. We call this checklist "Last Chance" because it reminds us to take a look at some areas – like taxes, investments, health care, insurance, and retirement – that might need our attention before the end of the year.

As you'll see, it's quick and should take about 5 minutes to complete.

I strongly encourage you to review this checklist as soon as possible. If you see areas that need attention, we should address them right away.

If you find topics that you need help with, let us know.  Our firm may be able to help you or if it's something that's beyond our firm's scope, we have a wide network of attorneys, CPA's and other professionals that we work with that may be able to help you.

Click here to download your Year End Financial Checklist