• Let's Chat!!!

  • NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL.NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

    Disclosures

  • THE IMPORTANCE OF FAMILY

    Family is always a priority at Tucker Financial Services. We consider our team a
    family, and we make sure that each of us places our own individual families as a
    top priority in our lives. We also value all of your families and sincerely hope that
    you have the opportunity to cherish the quality time spent with your loved ones
    over the holidays.

    AN OPPORTUNITY FOR FAMILY MEETINGS

    Over time, we have realized the importance of family meetings with our clients;
    a time to communicate financial wishes, organize assets, review beneficiaries, elect
    an executor, and much more. We have guided many clients through this process
    and would like to extend an invitation to hold a family meeting with you and your
    loved ones in 2018. A simple call to the office is all that’s necessary, and we would
    be glad to offer our time as a neutral party to assist in advising you every step of
    the way. Should you consider this opportunity, the holidays are a great time for
    discussion with children and grandchildren. We are always happy to work with you
    and your entire families in any way that will help you find success in your financial
    lives.

    HAPPY HOLIDAYS FROM ALL OF US AT TUCKER!

    Tucker Financial Services, Inc. is a Registered Investment Advisory Firm.

    0 Comments

    Cancel Comment

    This site uses Akismet to reduce spam. Learn how your comment data is processed.

    Next Post
    Up next