Year End Message - Opportunities in 2013

Year End Message – Opportunities in 2013

As 2012 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 2012 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 2013.

Bill Griffith, Jr., CFP®


Return from Year End to Client Update

Learn More. . .

We invite you to learn more about our personal wealth management services.

Bookmark and Share

Our Philosophy is to provide you with the highest level of service and technical expertise in the management and preservation of wealth.

Subscribe to Our Newsletter
Email

Name

Then

Don't worry -- your e-mail address is totally secure.
We promise to use it only to send you our newsletter.

Resources. . .

Request Information

Web Resources

Articles in the Press

Publications

Careers

We invite you to explore our website to learn more about what differentiates us from other advisory firms and how you and your family can benefit from our specialized knowledge and expertise.

[?] Subscribe To This Site

XML RSS
Add to Google
Add to My Yahoo!
Add to My MSN
Subscribe with Bloglines

We put your interests first.  What this means is that, when you call on us, we will act with integrity and honesty. And we will only make a recommendation that we would have for ourselves. quoted text