PSU MontCo Chapter Members can now receive 50% off their personal financial plan through Investment Advisor Representative, Russ Talone, CFP.

What are your financial goals?  Your family’s?  Are your assets properly invested?  Will your family be protected if you become disabled or die?  These are just a few of the questions a financial plan can answer.  Developing such a plan is the most important step you can take towards meeting your financial goals.  This type of plan results in a clear picture of where you are going and a strategy you can use to get there.

Financial matters are often core issues in people’s lives.  Left either unmanaged or haphazardly managed, financial issues can become major sources of worry and concern that may begin to interfere with an individual’s daily life.  Planning ahead, working with a financial advisor, and monitoring your progress in fulfilling your plans can bring a sense of financial peace-of-mind that otherwise might escape you.

I would like to work with you.  I will help you, to the best of my ability, achieve your goals, whether they be:  funding a child’s education, an early retirement full of leisure, supporting your aging parents in comfort, or having a large portfolio and financial security.  Would those be of interest to you?

Call today for 50% OFF your personalized financial plan!

Special Rate for PSU Montco Members!

RUSS  TALONE,  CFP®
Investment Advisor Representative
www.taloneinsurance.com

3953 Ridge Pike Collegeville, PA 19426
(610) 409 - 9410

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc.
Member NASD, SIPC, and Registered Investment Adviser