Global View Investment Blog

Ways to Save in 2017

As we start off the new year we all have new year resolutions. Many individuals say they want to be healthier, for many this includes going to the gym and eating better. Why not start off the new year financially healthy? Below you will find a guideline providing you different ways to maximize your savings in 2017.

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To make this really easy, we created a truly no-obligation process so your friends and family can feel comfortable and not have any ongoing obligation. Setting the Path is a two session process for which we charge $485 with no ongoing obligation. To schedule a Setting the Path session or for questions you can email me directly, erin@globalviewinv.com or call 864-272-0818.

 

Erin Milner

Written by Erin Milner

Erin works as a paraplanner alongside our Advisors in managing client relationships and special financial planning needs, including retirement transition, education, and estate planning. Erin began working in the financial advisory business upon graduating from the University of Georgia with a BS in Financial Planning in 2015. She competed in the National Financial Planning Student Challenge in 2014. Erin is a member of the Financial Planning Association. She volunteers at Habitat for Humanity as a Financial Assessor.

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