Annex Wealth Management President & CEO Dave Spano appeared on “Wisconsin’s Morning News” this past week to discuss setting financial goals for the New Year.

Dave discussed reviewing your portfolio in light of potential changes in tax laws, why 401(k) savings are a key first step to financial health, and why a financial plan is so essential to achieving your goals.

Listen to the interview here. 

Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies.

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