May 10, 2025 – MtM Supports Bobby Gunther Walsh for Leukemia/Lymphoma Society Radiothon – More than Money Live Saturday the 17th at the Borderline Restaurant – Invest in You Yoga on May 17th at the More than Money World Headquarters

Gene and Alyssa answer questions:

• He wanted to get out of the market and his advisor did not return his calls!
• She wants investments that reflect her values.  Is that going to work?
• He put his home into an irrevocable trust.  What happens when the kids want to sell?
• She wants a financial advisor, but doesn't want to invest with the advisor.  Now what?
• And we are still feeling very, very blessed

Free Second Opinion Meetings

• Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
• Meet with our Social Security partner to plan the best S/S strategy for you
• Meet with our estate planning attorney partner to review your estate plans – if you have any
• Meet with our insurance partner to review your life or long term care coverages
• Discover how to have your 401(k) professionally managed without leaving your company plan

Schedule a free second opinion meeting with a More than Money advisor? 

Call today (610-746-7007) or email ([e-mail]) to schedule your time with us.