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Thank you for scheduling your Retirement Review.
Your meeting
A confirmation with all the meeting details has been emailed to you. It should arrive within the next five minutes or so.
If you don't see it, please check your spam or junk folder. Marking it as "not spam" will make sure the reminder before our meeting reaches you too.
The confirmation includes a calendar invitation and everything you need to join. There's nothing else for you to do between now and then.
If it doesn't arrive, or you need to reach me:
Phone 609.726.5389
Email sdurdin@harvestwellfp.com
Either one reaches me directly, and I'm happy to resend it or answer anything in the meantime.
Encompass More Asset Management LLC, doing business as Harvest Well Financial Partners, is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration with the SEC does not imply a certain level of skill or training, and does not constitute an endorsement of the firm by the Commission.
Investing involves risk, including the possible loss of principal. No strategy assures a profit or protects against loss.
The complimentary Retirement Review is educational in nature. It does not constitute personalized investment, tax, or legal advice, and no part of it should be relied upon as such.