A Mid-Year Financial Plan Review Makes Sense

Jack McCauley |

 

Why Conduct a Mid-Year Financial Review? 

 

Today, we're constantly bombarded with financial news from television, radio, and the Internet. Yet, this information overload doesn't necessarily help us manage our finances better than traditional practices.

 

 

 

 

 

Jack McCauley joined Silver Grove Financial Group as an wealth advisor in 2015 specializing in New York State teachers retirement plans. In 2023 Jack was appointed as the Managing Director for Silver Grove's Strategic Partnership division. Jacks primary focus is assisting the firm with coordinating new or prospective clients to the expert advisor or department that best suits their needs. Jack has over 10 years of experience in the financial field and focuses most of his time interviewing advisors, firms, businesses and individuals to see what specific skills and expertise the firm could utilize to improve its client experience.

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