Periodically, it is important to review your account beneficiaries to ensure your money passes to your intended heirs. Learn from Gil Cervelli, CFP® the life events that should prompt you to make changes and how our team can help.
Welcome to News & Insights provided by The Sommersberger Group. As your financial partner, we are committed to providing you with the tools and resources you need to make the best decisions about your investments and financial wellbeing. We are consistently reviewing economic and market conditions and developments, as well as how those developments impact the Baird investment strategy. This is your resource to learn more about investment strategy, financial planning, retirement planning, and more.