Broadpark Advisors, LLC

Considering graduation gift ideas? You can give up to $15,000 per person annually without filing a gift tax return. You can also provide your grad with an appointment with a CFP professional for the lasting gift of a smart financial start. #LetsMakeAPlan https://bit.ly/3y1Wk5X

Explore this month’s newsletter for tips on everything from spring cleaning your budget to preparing for a fun (and financially rewarding) summer! https://bit.ly/3horsGX

Looking for greener pastures? You’re not alone. Americans are relocating to cities with more green space as a result of the pandemic. If you’re considering a move, talk to a CFP professional. #LetsMakeAPlan ww.letsmakeaplan.org

One year later, the coronavirus crisis has reshaped the economy and markets. What does the next year hold for your portfolio? Talk to a CFP professional. #LetsMakeAPlan