Year End Message - Opportunities in 2015

Year End Message – Opportunities in 2015

As 2014 draws to a close, I wanted to take a minute to thank you for the trust you have placed in us. If you've referred a friend, relative or colleague in the last 12 months, I'd also like to tell you how much I appreciate it – it's always an honor to receive a personal recommendation, and it's a pleasure to help new clients reach their financial goals.

Despite the challenges in our economy over the course of the year, we kept you informed about what was happening. You became aware that, even in the midst of political and economic uncertainty, there were substantial opportunities. You did not make emotional decisions the way many people did that could have damaged your financial future.

The end result is that 2014 was an exceptionally good year for our clients. With the availability of new tools, we were able to explain critical concepts about a secular bull and bear market. We worked with you to describe the advantages of diversifying your investment portfolio across different asset allocation approaches. By following our advice, you not only know how to manage the market volatility, but you will thrive in the years ahead as you meet new challenges with a good financial plan that accomplishes what you want.

I am very excited about the future. Thank you again for your trust and I look forward to even greater success for you in 2015.

Bill Griffith, Jr., CFP®

Return from Year End to Client Update

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