If you are taking on financial responsibilities for the first time, it can be overwhelming. These videos are general guidelines to help educate you. Everyone’s financial situation is different, and we all have unique goals. There is no “one size fits all” solution. So we invite you to watch the video series below at your convenience. If you would feel more comfortable discussing your situation in complete confidence with a financial advisor, Mallory Labik who narrates the videos, would be happy to speak with you.
MALLORY LABIK, CFP®, CDFA®
Phone: 724.940.0510 | Email: firstname.lastname@example.org