Working with Clients Focused on the Long Term

At Crimmins Wealth Management, we work with individuals to focus on their long-term goals by helping clarify what they are trying to achieve in their life.  This discussion covers the long term goals such as maintaining a lifestyle in retirement and possible legacy issues.  To drive home this message we thought what better way than with some humor.

Enjoy the sketch below, especially since we dodged a snowy winter in New Jersey and the NYC this year.  Boy – these weather people would be excellent economists with their inadequate predictions.

If you enjoyed this article,  CLICK HERE to subscribe to free updates from “Roots of Wealth”.

About Dan Crimmins

Dan Crimmins, co-founder of Crimmins Wealth Management, is a financial coach and fee only financial planner. Have a financial question? ASK DAN

Subscribe

Enter your email address to sign up for free updates from Roots of Wealth and build a strong financial foundation! (we respect your privacy)

,

No comments yet.

Leave a Reply