It Pays to Plan

Should you leave your life’s savings to your kids, or to your church, or is there a way to do both?

There are so many options available!

In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us Attorney Al Spiegel, to talk about balance, helping children become fiscally responsible, and continuing your charity as your legacy.

Click here to listen to this week’s program.

COVID-19 Update from Heather Lindsley:

At Guided Path Financial Services, the safety of our clients, our employees, and our community is our top priority.

It is with that priority in mind and in consideration of the “Safer at Home” order released from the Wisconsin Department of Health Services that the office is closed to the public at this point in time.

We are still available by phone or email to answer any questions or concerns.  It is our privilege to serve you especially during these challenging times. Please call my cell phone at 920.609.7844, the office at 920-405-8549, or email me at  hlindsley@woodburyfinancial. net.  

Although we will conduct business a little different during this time, we are here to help and we are open for business! Stay safe and healthy!

For more information, contact:

Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning