As we say goodbye to the first quarter of 2018 we hope that we can also say goodbye to the colder weather and look forward to Spring! To get a jumpstart on the warmer months, Bill took a trip to Australia and New Zealand in January and enjoyed seeing stunning sights such as the Great Barrier Reef in Australia and Milford Sound in New Zealand.
Meanwhile, back in the office we are also very eager to announce the addition of the Whealthcare Planning program to our financial services. This online tool allows us to help older adults and their families make better financial decisions by implementing health care into their wealth planning strategies. There is a Financial Caretaking Plan, Whealthcare Risk Profile, and a Proactive Aging Plan that will help make sure that we are doing everything we can to protect our clients from health- and age-related factors that jeopardize financial decision-making and family wealth.
Please don’t forget about our upcoming Annual Appreciation Event on Thursday, June 21st, from 4pm - 6pm. See page 3 for more details!
- Bill and Tammy