Nik’s Cookie Cutter Approach

Wealth Advisor, Nik Aamlid, is getting ready for the holidays that are right around the corner and ready to enjoy all of the fresh Christmas cookies. He urges you to reflect on your method of financial planning. Have you been taking the cookie cutter approach? The standard one size fits all, might not be the best for everyone. If you’ve been using this method, it might be time to talk to an advisor about your goals and dreams to set you off on a path that encompasses your unique passions.

If you’re ready to define your own path and create a financial plan that fits your needs, contact us and we’ll get you started on crafting your unique plan today.

At Pinnacle Wealth, we wish you a very Merry Christmas! Enjoy your Christmas cookies and the holiday cheer!

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