Health | Wellness,
New Year, New You: Part 2 - A Guide to Becoming Financially Fit
_______________________________________________________________It's 2013! Time to take control of your finances. SOI will be hosting a wellness seminar and luncheon with a special presentation by CONCERT Wealth Management. CONCERT Wealth Management believes that the client's goals, needs and concerns come first. We believe that our clients are best served by working with an independent advisor and team who clearly understand their financial goals. Our personal, one-on-one relationships with our clients make the difference and enable us to offer world-class service and solutions that will help them grow and preserve their wealth. We hope to see you at the seminar!
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