How We Can Help
Transcription:
Hi, I'm Jim Woolley. If you or someone you know, works for St. Luke’s Health System in the great state of Idaho, then this video is for you.
The St. Luke's retirement plan with Fidelity features some competitive investments and a good website. But, they're just not designed to give personalized advice. And most people find they need more help than just picking funds.
So, think about, where are you today? And, where do you want to go? How are you gonna get there? We can help you with that. When it comes to your whole financial life, the only goal that matters is yours.
Your plan has a little known feature that allows you to connect with a Certified Financial Planner like me to get that personalized advice. It's called the Self-directed brokerage account.
If you'd like to chat about how that can help you or would like some more information, click on the link below.
