Getting Your Financial House In Order For 2014

Dec 16, 2013

Credit Flikr / Creative Commons

With only days left in 2013, if you’re planning to make a charitable donation or changes to your financial planning, now is the time.

Jeff Helms, managing partner and at First Coast Wealth Advisors, joined Melissa Ross with more. 

He is a certified retirement coach and certified financial analyst and has been serving the financial planning needs of clients on the First Coast for 10 years.

You can follow Melissa Ross on Twitter @MelissainJax