Thanksgiving is the season and time of year where we all get to stop reflect and celebrate what has happened throughout the last year.
And we all have stories from this past year. And one that we are thankful for is your receptiveness to our growing team.
And one of the things I’m personally thankful for is just being able to walk along side someone as you are growing your families. Wether it be just having children or the process of adoption – being able to witness that and help you along side that has been really awesome.
And I’m really thankful for the receptivity that all you have had going through the financial planning process. We understand it is a lot of work, there’s a lot of papers to get together. It can be emotional sometimes. But I’m really thankful that you’ve done that so that you can see the fruits of that effort.
Being thankful is also celebrating several moments with clients to celebrate that. Whether it was deciding to retire or move away. These are thing we get to come along side and celebrate thankfulness.
So from our family to yours, we want to wish you a very happy Thanksgiving!
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In 2014 my wife and I started serving in our church’s student ministry as youth group leaders. We have grown through this experience and would definitely encourage others to get involved however you can!
Let’s talk about gift options for when you just can’t think of someTHING to give. This is part of our year-end checklist of items for year-end but also specific to the giving season. There are people that you just can’t think of the perfect item for, so here are some other ideas.
We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.