Financial Wellness – Big Beautiful Bill

Welcome to Focused Wealth Management’s Financial Wellness Series. Charles Yarnold, AIF®, Managing Director Retirement Plan Solutions / Director Advisory Services, and Patrick Shea, MBA, AIF®, Retirement Plan Solutions Associate discuss Big Beautiful Bill.

If you have any questions regarding Big Beautiful Bill email rswanson@focusedwealthmgmt.com

As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-2193.

Focused Wealth Management • Fiduciary financial advisors serving Orange County, New York