Summit Legacy Strategies’ Post

Our Director of Investments Tanya Torres, CFP® was featured on Good Morning Texas today! We are lucky to have her as part of the team. #goodmorningtexas

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Director of Investments | Certified Financial Planner® | Speaker

Here are a few tips I shared on pre-planning for 2025, on today’s segment of Good Morning Texas 🎥🎤 1️⃣ Don’t fall into the “circle back after the holidays” trap. Give yourself a head start as the new year comes around and start now. Even if it’s only in 1 aspect of your financial life— consistent habits bring big changes. January 1 can be Day 1 of Day 31. 2️⃣ Improve what you can on your own. This can be things like setting quantifiable goals (ex. Investing $12,000) and knowing your numbers (what comes in and what goes out). 3️⃣ Give yourself some grace if you get sidetracked. It’s a marathon and a process. Yeh important part is re-engaging in those healthy financial habits that are going to make a huge difference in the long run 4️⃣ Talk to an advisor about getting a full financial plan in place. This is going to give you ultimate peace of mind 💸 Thank you Good morning Texas for having me! Looking forward to more money segments! #financialplanning #womeninfinance #goodmorningtexas

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Rick Demko, CLU®, ChFC®, RICP®, AEP®, LUTCF®, LACP

Providing dollars for the cost of dimes. | Life Insurance. | Author of It All Depends

3d

Love this! She’s fantastic and they asked her to fly in from Cali to break it down for us Texans 💪🏼

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