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It’s a New Year.

Time to give
your finances
a checkup!
• Review IRA limits for 2020.
• Review 401k limits for 2020.
• Is your money working hard enough for you?
• Are your beneficiaries up to date?
• Have you had any life changing events in the last year?
Schedule your financial review with one of our
Investment Executives;
Peter Welsh, Lisa McClyman, Laura Stanek or
Jennifer Kinzler
608-356-7449.

109 Third Avenue • Baraboo, WI 53913
608-356-7449 • www.thirdoakinv.com
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit

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