Tackling Your 2022 Financial Resolutions: 13 Areas to Focus on When Getting Your Financial Life in Order
January was a time to reflect upon the previous year, to evaluate your performance and set goals for the New Year. We can all agree that resolutions are usually made with good intentions, but are often forgotten by mid-February. However, making financial resolutions is an important step in creating a lifestyle of financial freedom! As you begin your journey toward financial control and direction, we would like to help you achieve your goals by sharing some ideas and resources with you in this month’s free webinar with Bethany Lewis, CRPC®, Financial Advisor of Black Diamond Financial Solutions, Inc.
Black Diamond Financial Services is a private wealth management company that provides comprehensive financial planning and investment advice. Our personalized approach to wealth management includes customized solutions for all of our clients, including the business owner. We provide assistance with succession planning, employee retirement plans, as well as 401(k) rollovers and life insurance planning. Black Diamond Financial Services has been helping generations of investors grow, protect, and manage their wealth since 2010.
Registered Representatives with securities offered through The Leaders Group FINRA/SIPC. Investment advice offered through BDFS Capital LLC, a Registered Investment Advisor. M.S. Howells & Co. and BDFS Capital, LLC are not affiliated. The registered representatives with Black Diamond Financial Solutions may only discuss securities or transact business with persons who are residents of DE, FL, MD, MI, NJ, PA . No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.