With the holiday season in full swing, our team at 1on1 Financial would like to take this opportunity to wish you and yours a happy holiday and a wonderful new year! 1on1 Financial is grateful to have clients like you. We appreciate your trust in us to provide exceptional services that enhance your financial life.
Reflecting On 2018
What a wonderful and busy year this has been! From political drama and uncertain midterm elections to an increasingly volatile market, 2018 has had its ups and downs. Whether or not you are glad to see this year go, take time to reflect on all that it has brought and the good things that have come from every victory and trial.
Looking Ahead With Anticipation
We hope that you are excited for all that a new year brings and encourage you to think about what you want 2019 to hold for you. The end of the year is an opportune time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and get a vision for the coming year so that you can hit the ground running in January. Enjoy some well-deserved rest and get excited for the new year!
You Are Our Motivation
Everything we at 1on1 Financial achieve as a firm is all due to you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. We hope that in serving you we have provided your family comfort in knowing that we are here to help whenever you have questions or concerns. We understand how life changes can happen at any moment and want you to rest easy, knowing that when you need advice, guidance, or simply someone who will listen, we’re here for you.
As we prepare to enter a new year, we look forward to continuing to help you achieve your financial goals in 2019. Here’s wishing you joy and laughter during the holiday season, a happy new year, and a prosperous 2019!
To find out more about how the team at 1on1 Financial can help you to set your finances up for success or give you objective advice to achieve your financial goals, don’t hesitate to give us a call at 909-981-1720.
Philip A. Board MSFS, CFS, is a retirement planning specialist and the founder of 1on1financial, an independent comprehensive investment firm serving individuals and businesses throughout the United States. He is also the owner and CEO of Medi-cal Benefits.