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Happy Holidays to You and Yours!

Happy Holidays to You and Yours!

December 10, 2015
You can’t help but feel cheerful this time of year. At 1on1financial, we are enjoying the holiday spirit, from decorating the office or celebrating with our families. The holidays provoke a sense of warmth, community, and reflection. As we look forward to 2016, we also take the time look back on this past year and all we experienced.

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. When you need advice, guidance, or simply someone who will listen, we’re here for you.

We Are Never Too Busy to Help Someone You Care About

Just as 2015 has been a great year, we expect many great things in 2016. Currently, our goal is to continue building our firm and start working with new clients. As you may know, we enjoy working with clients we can build strong relationships with.

Rather than just take on any client, we want to ensure we can help the folks our clients care about with their specific needs and work closely together. In an ideal world, we want to work with more clients like you. We feel grateful to work with such great people and want to continue working with like-minded folks.

During this holiday season, you’ll likely be visiting with many family and friends. We’d like you to keep in mind that we are never too busy to help you or someone you care about. If you have a family member or friend who is facing a financial transition, hasn’t worked with a financial advisor in a couple of years, or just has some questions about their finances, we’d be happy to meet with them and see how we may be able to help.

We’ll Take Good Care of Your Loved Ones

As a full-service wealth management, financial services, and insurance protection firm, we have the ability to serve a number of unique needs and circumstances. Whatever your family member or friend is concerned with or has questions on, we can either help or point them in the right direction. We’re happy to offer them a no-cost, no-obligation consultation to meet and learn more about them and their financial goals.

As we continue to grow our firm, expect ongoing communication via email, our blog, and social media, as well as review meetings to ensure you stay on track with your financial strategies. From the 1on1financial family to yours, we hope you have a wonderful and safe holiday season!