Jeff Gove reminds us to keep track of where all of those dollars are going!  He found a book very helpful in this area, titled "The Richest Man in Babylon" which helps put an order to the money (even his 16-year-old twin girls are reading it).  He finds that clients may have questions by the end of the first planning meeting with Stonebridge, that they didn't even know existed.  

Call Stonebridge Insurance & Wealth Management at 866-295-5146, or click for the website here:  Stonebridge.

 

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