I have big news to share. I am leading Financial Works into a merger with Vector Wealth Strategies, a team I’ve known and admired for more than a decade. Then, later this year, I will be retiring. After 31 years in the financial services industry and hundreds of trusted relationships, I will remain forever grateful for your friendship and confidence. As I’ve partnered with you to create your retirement path, I’m thankful that I can now pursue my next goal of adding more action to my faith.
All the best,
Wesley Platt, RICP
Financial Works | 401 7th Street N, Columbus, MS 39701 | P 662.245.1020