Wingate Wealth Advisors, a proud sponsor of LexFun, would like to invite you to a seminar on Five Things Every Young Family Should Do Now on Saturday, February 3 rd from 10-11:30am at the Lexington Community Center. The event will highlight financial planning steps that can help you achieve financial security, safety, and well-being for your family. Topics will include saving for college and retirement, insurance, building an emergency fund, and more. Please join us for a presentation and interactive discussion with our experienced financial advisors!
About Wingate Wealth Advisors
We are an independent, fee only, financial planning and wealth management organization dedicated to serving the personal financial needs of individuals and families. We are located in Lexington, MA, and since 1986, we have been providing financial guidance that is objective, tailored, and collaborative. Our integrated approach begins with a planning process that ensures your investment strategy is aligned with your needs, goals, and circumstances. For more information about Wingate Wealth Advisors, please visit www.wingatewealthadvisors.com.
General enquiries: fiveandundernetwork@gmail.com
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P.O. Box 445
Lexington
MA 02420
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