some of the unnecessary risk in her 401k and change positions as recommended by my team.


Two of the greatest gifts that you can


offer yourself any time of year are awareness of your fi nances and intentional fi nancial decisions given your available choices. If you would value an independent review of your fi nances and retirement plan, contact me for a complimentary fi nancial consultation.


*Clients’ names and circumstances have been anonymized for this article


Caroline Wetzel is one of Natural Nutmeg’s 10Best Winners for Business/Life Coach. Caroline is a Certi- fi ed Financial PlannerTM (CFP®) and Vice President,


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Private Wealth Advisor with Procyon Private Wealth Partners, LLC. Procyon Private Wealth Partners, LLC and Procyon Institutional Partners, LLC (collectively “Procyon Partners”) are registered invest- ment advisors with the U.S. Securities and Exchange Commission (“SEC”). This article is provided for informational purposes only and for the intended recipient[s] only. This article may also include opinions and forward-looking statements which may not come to pass. Information is at a point in time and sub- ject to change. Procyon Partners does not provide tax or legal advice. https://www. procyonpartners.net. See ad on page 18.


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