Earlier this year I was curious how many meetings Hale Financial held in 2023. We had a busy year and with over 700 contacts in our system, I thought it’d be fun to see some numbers.
To my surprise, Hale Financial held over 100 client and potential client meetings last year! We love these meetings, and they reveal common trends as we serve Wyoming retiree and pre-retirees across our community.
I thought I’d take a few minutes to share some observations from these meetings that will be beneficial to retirees.