Dear Clients,

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

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Financial Works    |    401 7th Street N, Columbus, MS 39701    |    P 662.245.1020