Are You on Track with Your Savings Goals?

Whether you’re saving for retirement, buying a home, paying for college, or simply building a financial safety net, it’s important to know if you're on the right path. But how do you know for sure?

Here are a few questions to consider:

• Have you set specific savings goals with a timeline?

• Are you regularly reviewing your progress?

• Do you know if your current plan aligns with your future needs?

Even if you’ve already started working with an investment professional, getting a second opinion can bring peace of mind. Sometimes, a fresh perspective reveals new opportunities or helps you adjust to life changes.

Starting the conversation doesn’t need to be complicated or intimidating. That’s why we’re inviting you to our upcoming Chili, Chats, & Check-Ups event—a relaxed opportunity to enjoy a warm cup of chili and casually talk with an investment representative about your financial journey.

Whether you’re just getting started or checking in on your progress, we’re here to support you—no pressure, no sales pitch, just helpful guidance.

Remember: saving is a journey, not a destination. Taking time to reflect and ask the right questions can make all the difference.