What are you getting for your dad for Fathers Day? Whatever it is, it’s probably only a token compared to what he’s given you over the years. And if he is like most fathers, he also planned for your future by making wise investments.
Current dads can be sure their legacy is intact by reviewing and updating their portfolios. It is important to revisit investment options numerous times each year and consulting with a professional is always a good idea. A certified financial planner (CFP) can help.
Give Les Merritt, CFP and CPA, a call at (919) 269-8553 and set up an appointment for the meeting that might just make you a number one dad for years to come. Les has helped many families plan for their future and meet their financial goals.
Be safe and have a great celebration for Fathers Day from all of us at Les Merritt.