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New Year

a person is holding a sparkler in their hand by Marisol Benitez courtesy of Unsplash.

Jennifer Johnson | Jan 23, 2024

New Year, New Finances: Avoiding Resolution Roadblocks

Finance

Financial Planning

Winston-Salem Finacial Advisors

Education

New Year

Happy New Year! Check out our January podcast as we kick off 2024!

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Location

Three Magnolias
Certified Financial Planners/Investment Advisors

(Primary)
110 Oakwood Dr., Ste 480
Winston-Salem, NC 27103

(Secondary)
232 Causeway Dr #2-A
Wrightsville Beach, NC
28480

Tel: 336.701.1600
Fax: 336.701.0554

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Three Magnolia Financial Advisors, a Registered Investment Advisor. Private Client Services and Three Magnolia Financial Advisors are unaffiliated entities.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Form CRS