Keri I. Pugh CFP®, AIF®
@keriipugh
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member SIPC sipc.org
ID: 1002751856
http://www.fusionfingroup.com 10-12-2012 22:54:20
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At Fusion Financial Group, we get you! In our initial meeting, we focus on learning about your current situation and #financial goals, making this one of the most important meetings we’ll have. Only after this do we create a #financialplan and/or #InvestmentStrategy! #wegetyou
History repeats with markets ending August on a high! LPL Financial Research discusses the rally. With #elections approaching, Fusion Financial Group’s preparing for volatility but staying the course. More often than not, post-election #stockmarkets are good, rewarding #investors for patience!
Falling markets have you stressed and anxious? Fall #StockMarket doldrums can see drops as deep as 8-10%. For markets to keep going up, it is not all bad for them to go down. Meet Fouche, Fusion Financial Group’s emotional support stuffie, here to ease nerves and calm fears! #keepcalm
While I look forward to Fall, I'm reminiscing over Fusion Financial Group's #summerfun. It's a #teameffort to ensure everyone can spend summer with family and friends. Time away means a happy, rejuvenated team member, ready to bring renewed energy and effort to our thriving practice!
Reaching your #financialgoals starts with a vision. Your vision! Feelings and values around #money are entirely individual and personal. Fusion Financial Group can support you with a customized #financialplan, in alignment with your goals! #FinancialPlanning #CFPPro #femmefinancie
Blue Vault's #AltsSummit has content on alternative #investments and speakers like Ryan Detrick, CMT Erin Botsford MichaelKitces ! Especially exciting is my panel on #alts and #femaleinvestors, a first for the Summit. Click for early bird pricing! summit.bluevaultpartners.com
All the way from Ohio, Gramma Nae attended her first ChatfieldFootball game, cheering on her favorite Charger player, as we put a win on Denver East! It's hard to tell who is the bigger fan of who! #grandmalove #chattypride #footballlife #grandmasrock #GoChargers
If you missed it, it’s #MedicareOpenEnrollment! 📢 Key benefits of enrolling now are making changes to coverage, low to no premiums, and avoiding late penalties. There are many tools, including Fusion Financial Group’s networked #medicare experts. Hurry, the window closes December 7th!
Our second #dineanddash event had us hosting #clients at Maggiano's Little Italy's, where our most requested dish was fettuccine alfredo! We were thrilled to have key #moneymanagement partners State Street and Russell Investments. One more to go! #clientappreciation #teamfusion #weloveourclients
And, that's a wrap on Fusion Financial Group's trio of #dineanddash events! With money manager PIMCO joining us, we caught up with #clients in Northern Colorado, before sending them home with dinner. This group were crazy for Parry’s Pizzeria & Taphouse pizza! 🍕 #clientappreciation #pizzatime