Broker Check

Fall 2018 Update

As always, it seems like the summer tends to fly by.  

We have been working all year to update our clients on the Tax Cuts and Jobs Act passed in January and how it affects your planning.  The firm has continued to grow as we added 2 more full time employees, and we are internally reinventing the deliverables we share with you in our planning process.  We are very excited about all the work and events we will be holding in the coming months and hope you will be able to participate in them as well.

One of the things we wanted to accomplish this year was to give a sort of transparency to our office and the things that are going on weekly.  We created a Facebook page that will accomplish that wish.  With this program, we hope to show you what is going on beyond the work and the planning we do for you.  If you get a chance, jump onto your Facebook account and start to follow us.

All of our fall events have been planned and you will be updated as the dates are finalized and we are ready for you to sign up.  We are very excited about the lineup of events we have put together from now through February 2019.

Another thing that we are adding this fall is that we are opening up a few workshops to the friends, family, and coworkers of our clients.  After our last session of workshops, we had an overwhelming positive response to the topics and content in the sessions.  We received comments from our clients that we should open up workshops to others who are not clients of our firm, that they know who can benefit from the topics.  With that feedback, I have opened some of the workshops to allow our clients to bring friends with them for a fun night out learning a planning topic.  We hope you can take advantage of that.

Also, if you know of anyone who you think could benefit from the services we provide, let us know and we can reach out to them and invite them in for an introductory meeting.  Keep in mind, we have some great information on our website in the “About Us” section called Prospective Client Information that we designed to answer most, if not all, the questions someone new to our services may want to ask.

Finally, next year is a big year for our firm.  The year 2019 will mark the 30th anniversary of my Financial Planning Career.  We are in the process of planning out the year and the events we would like to hold to mark this very special landmark.  We want to make it a year to remember! 

Thank you for your continued Trust and Confidence.

Have a great Autumn and I wish you all great health, wealth, and happiness!