“If you are going to Dream; Dream Big!”

“If you are going to Dream; Dream Big!”

 

 

Hello Joe,

This is a little off topic from what we've discussed before, but I was wondering if you had any recommendations for a Financial planner or a really good tax advisor. The only reason why I ask is because in my lifetime I look to own 2-3 homes, boat, get my airplane license and more. --

Thank you for all the time spent getting us to where we need to be.

 

When I originally met with this client and her mother, we talked about putting a team of professionals around her. At the time I was speaking about a Realtor, home inspector, attorney and insurance agent. I have already given her those referrals.

As you can see from her email she is now looking to the next level. I will refer her to a financial planner and accountant. She is already thinking beyond the purchase of her first home.

I have always professed, “Surround yourself with those that know more than you do”. That was advice that was given to me by my Dad many years ago.

 

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Joe Petrowsky, NMLS #6869

Right Trac Financial Group, Inc. NMLS #2709

110 Main St.

Manchester, Ct. 06042

Office: 860 647-7701 x116

Fax: 860 647-8940

Cell: 860 836-9294

Email: joe@righttracfg.com

www.righttracfg.com

www.joepetrowsky.com

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Joe Petrowsky does not guarantee nor is in any way responsible for the accuracy of the information provided herein, and provides said information without warranties of any kind, either expressed or implied.

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Comment balloon 5 commentsJoe Petrowsky • January 08 2018 08:12PM
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