Our article this month is from our CEO, Mike Kalas. It’s entitled, “Your (Financial) New Year’s Resolutions". Whether a fan of resolutions or not, there is much wisdom in these age-based financial priorities gleaned from his nearly 25 years of providing sound, time-tested financial advice to our clients. We’d love to have you share your goals this year with us, financial and otherwise, and let’s then work together to achieve them. Let’s make this a year that will be truly memorable.
On behalf of all of us at Potomac Financial Private Client Group, thank you for your friendship and the great privilege of serving you, your families and your businesses. We are truly grateful!
From our families to yours, we wish you much happiness, good health and prosperity throughout this new year.
Steve Richardson, President