Financial independence is something that we all strive for to give us the greatest gift we can have in life – the freedom to make our own decisions and our own future. As parents we work to do our very best for our children and want to give them the skills they need to achieve their goals and dreams. Today The Tranel Financial Group is giving you the opportunity to give your children the gift of financial freedom through a customized written plan with our devoted advisors.
Your children will receive the following:
- An individual financial plan
- Personal access to one of our advisors over the course of the year
- A financial strategy to help them budget successfully for their future
- 24/7 access to their client portal through eMoney
Normally this comprehensive financial planning would cost $3,000, however, due to our client relationship this plan can be gifted for $1,500. If you are interested in giving your loved ones the gift of financial freedom, please reach out to Jenna Bradford at jenna@818capitalgroup.com with offer code: GIFT.
The content in this post was approved while The Tranel Financial Group was affiliated with a previous firm. The views and opinions expressed are those of The Tranel Financial Group at the time of filming and do not necessarily reflect the views of Harbour Investments, Inc.. This material has not been reviewed or approved by Harbour Investments, Inc. and is not intended as a solicitation or recommendation. The data and analysis do not represent the expected future performance of any investment product or strategy. Investments involve risks, including possible loss of principal. The Tranel Group currently offers securities and advisory services through Harbour Investments, Inc. Member SIPC.
Note: This content is for informational purposes only and should not be considered financial or tax advice. Please consult with your financial or tax advisor for guidance tailored to your specific situation.