As we near the end of 2021, now is the time to tidy up your finances.
Let us help you consolidate your accounts and review your old statements. Consider signing up for e-statements to save paper. Start the New Year off right and allow us to help you focus on your finances.
As always, if you have any life changes or updates that you need us to attend to (i.e., new job, promotion, marriage, new baby or grandchild, etc.), please do not hesitate to contact us.
In the meantime, I'd like to wish you and your family a very happy holiday season and a wonderful New Year!
I look foward to speaking with you in 2022.
Stacy Brilliant, Chief Operating Officer