Year-end 2023 Financial To-Do Check List

Looking to get organized before the end of the year? Here is our annual financial checklist to help get you started. As you are working through it, please do not hesitate to reach out to anyone here at Droms Strauss Wealth Management for assistance.

Click here to learn more: 2023 Year End Check List.pdf

DISCLOSURE: The opinions voiced in this material are for general information and nothing in this material should be construed as investment advice offered or a recommendation of any particular investment, security, portfolio of securities, transaction or investment strategy by Droms Strauss Wealth Management. No chart, graph, or other figure provided should be used to determine which securities to buy, sell or hold. You should speak with your own financial professional before making any investment decisions.

Past performance is not indicative of future results. The market and economic data are historical and is no guarantee of future results. All indices are unmanaged and may not be invested in directly. The information in this report has been prepared from data believed to be reliable as of the date of this material, but no representation is being made as to its accuracy and completeness. These disclosures cannot and do not list every conceivable factor that may affect the results of any investment or investment strategy. Risks will arise, and an investor must be willing and able to accept those risks, including the loss of principal.

Certain statements contained herein are statements of future expectations and other forward-looking statements that are based on opinions and assumptions that involve known and unknown risks and uncertainties that would cause actual results, performance or events to differ materially from those expressed or implied in such statements.

Droms Strauss Wealth Management is a Securities and Exchange Commission (SEC) registered investment adviser. Registration does not imply a certain level of skill or training.