Even though 2020 was certainly a wild ride, we realize that we are still quite blessed in many ways. So before this year is history, we'd like to reflect on a few of the many things we're thankful for. . .
1. We get to work with an inspiring team! It's our great pleasure to work with some of the most qualified, creative, and all-around best people we know. This year we have had to reboot nearly every process that we do so that we can continue to serve our clients 2020 style. Our team has come through with flying colors - continuing to perfect each element of our business to deliver the same experience to our clients whether in our offices or online.
2. Technology! At times this has been challenging, but these changes have allowed us to grow quickly in new ways. We have had to take some giant leaps to integrate technology into every aspect of our business - from video meetings to account opening to paperwork delivery.
In the final weeks of the year we have introduced a completely digital application process which allows new accounts to be opened and funded several days faster than previously possible.
We are also excited to have introduced Easy401.com. An online subscription service providing investment trade signals that can be used inside the self-directed sleeve of many 401(k) plans.
3. Our clients! For over 25 years it's been our privilege to serve as the financial planning & investment management partner for a growing group of incredible individuals and families. We do truly count it a privilege to do what we do each day. Our team celebrates with you as you accomplish your financial planning goals - whether it be as simple as fully funding a retirement account or as complex as buying the retirement home of your dreams.
As we end the wild ride of 2020 we feel truly blessed. This year we have been challenged, we have persevered, we have grown. And we look forward with anticipation to the adventures ahead in 2021!