Tag Archives: Financial Team

Ruggie Rule #8: “Engage A Financial Team”

Transcript: Hi, I’m Tom Ruggie with Ruggie Wealth Management, a local investment advisory firm providing customized financial planning for more than 25 years, here with Ruggie Rule #8, from our latest book.

Engage A Financial Team: Whether in sports, business or personal finances, you want a team backing you up. Members of your financial team should help ensure each investment decision is made within the context of your overall financial strategy.

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