Annual Financial Plan Review - Shobe Financial Group

Annual Financial Plan Review

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Are you on track toward your goals? Jason Windham, President, shares some tips on starting off the new year right by reviewing your financial plan.

Posted January 20, 2021 in Educational Videos

One Oak Square 8280 YMCA Plaza Drive, Bldg. 4, Baton Rouge, LA 70810

Toll Free: (800) 942-2777 Phone: (225) 763-7010 Fax: (225) 763-7040 E-mail: info@shobe.com

FINRA's BrokerCheck Form CRS - ADV Part 3

The Shobe Financial Group and Shobe & Associates, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Shobe & Associates, Inc. Securities are offered through Raymond James Financial Services, Inc. Member, FINRA / SIPC.

Raymond James Financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Raymond James Privacy Notice
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Annual Financial Plan Review

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