P.E.P Talk 1

MyWealthGuide App

Above is a video on our mobile app, MyWealthGuide, which is a free program that links all your financial accounts and gives you a basic financial plan on what to do next. We are also staffed to help should you have questions about the app or your financial plan.

MoneyLetter Hi-Lites

December Issue

Dear Keyes and Donnellan Employee,

Thanks for visiting this dedicated site for Keyes and Donnellan. This site is intended to provide you with specific information that can help you plan and invest for retirement. We will post past presentations so you can review ones you may have missed, articles on relevant topics and information on the investments in your plan. While this site is intended to help you make better decisions about retirement saving & investing, it is not intended to replace the Fidelity website, where you access your retirement account itself. It also is not intended to take the place of personalized advice-for that you should contact us, as we are here to help you.

Our contact information is below.

Sincerely

Your Retirement Team

Schedule a meeting

John Gentry Ext 127
jdg@AssetStrategy.com

Bill O’Neill Ext 137
wjo@AssetStrategy.com

Asset Strategy
24 Superior Dr., Ste 101
Natick MA 01760-1535
781-235-4426
781-222-3002 Fax

www.assetstrategy.com

P.E.P Talk 1

MyWealthGuide App

Above is a video on our mobile app, MyWealthGuide, which is a free program that links all your financial accounts and gives you a basic financial plan on what to do next. We are also staffed to help should you have questions about the app or your financial plan.

MoneyLetter Hi-Lites

December Issue

Stay Up To Date With Our Weekly Insights

Contact Asset Strategy

P.E.P Talk 1

MyWealthGuide App

Above is a video on our mobile app, MyWealthGuide, which is a free program that links all your financial accounts and gives you a basic financial plan on what to do next. We are also staffed to help should you have questions about the app or your financial plan.

MoneyLetter Hi-Lites

December Issue

NOTICE

You are now leaving DST1031HQ and entering the marketplace site, PrivateCapitalHQ. By proceeding, you understand you are subject to the terms and conditions of PrivateCapitalHQ.com found in the Disclosure.