June 4, 2015 4:54 pm
January 30, 2012 — Hosts Bob Leins and Tammy Flanagan talk with Joseph Sullender, vice president of investments at the Financial Strategies Group of Wells Fargo.
They discuss financial goals and investment objectives: how to set them, how to review them, and how to make changes to your plan.
The new year is the perfect time to sit down and make changes to your investment portfolio.
Joseph is also offering, free of charge, a template that can be used for planning purposes. Simply email him at joseph.sullender@wellsfargo advisors.com.