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Celebrate With Us

Celebrate With Us

February 23, 2022
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I have some exciting developments I would like to share with you! As you know, we are committed to doing everything in our power to provide you, our clients, with an unparalleled level of service. To that end, we are excited to announce we are celebrating 35 years of service to our clients. Adding to the celebration, we have updated our image to remind everyone how much of an honor it has been serving you for the past 35 years.

Before we make everyone aware, I wanted you, to be the first to see our new branding. Also, you are an integral part of this success and we are planning some special gifts throughout the year to thank each of you for your partnership, trust, and support. In 1987, I was a college senior, starting a training program with a life insurance company. The years have really flown by! There have been so many changes to our world, the investment industry, and the way we plan and save for the future. However, one thing has never changed, our unwavering commitment to developing a personal and professional relationship with each of our clients. Our goal is to help you succeed and achieve your goals for yourself and your family. Thank you for allowing us to serve you and be a part of your life.