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Here's where we enjoy sharing some of our interests outside of the financial planning and investment world!

         Welcome to Our Christmas Client          Birth Date Raffle

Shinny Upatree

Shinny Upatree

Pepper Minstix

Pepper Minstix

Client Centered

Santa's favorite elves, Shinny Upatree & Pepper Minstix, picked a special Birth Date.

IS IT YOURS?

Hohoho and the winning

Birth Date is

9/19/1948

Welcome To Our Annual Turkey Raffle

Does Your Ticket Number Gobble up a Prize? 

411657 (Claimed)

 411680 (Unclaimed) Donated 

411691 (Unclaimed) Donated

411702 (Claimed)

411712 (Claimed)

Congratulations to Our Winners!

OCTOBER IS ADOPT-A-DOG MONTH

Pearlie was found 5 years ago on the streets after a hurricane. Claudia replied to a Facebook post and  there she was when I returned to Florida.  Nelson and Miles were also adopted, not by us, but by Pearlie. She has been there "mother" ever since they arrived as puppies, and Pearlie can be seen running all over the farm with the two pugs in pursuit!

Nelson (October Raffle Prize) 🙂

Nelson (October Raffle Prize) 🙂

Pearlie

Pearlie

Miles

Miles

Prince Charlie and Princess Girly live a wonderful life in their FOREVER HOME

with their mom Diane.  Both are rescues approximately 10 years old.

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 Welcome to our October Client

Birth Date Raffle

Will Your Birth Date Be the Luck Day For a Trick or a Treat?

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Thank you to all that participated in our "Special Birth Date Treat" 

WOW, is that a Birthday Cake ?

WOW, is that a Birthday Cake ?


Sero celebrates his 6 month birthday.

FIRST TOUCH

FIRST TOUCH

Claudia and Sero's first meeting.

September is National Americana Month

Welcome to our September Client Birth Date Raffle.
Are you the lucky Americana Birth Date Pick?

Baseball

Baseball

Hot Dogs

Hot Dogs

Apple Pie

Apple Pie

Congratulations to our September raffle winner and thanks to all our clients who participated.

Watch for our coming "Trick or Treat" Client Birth Date Raffle in October

Will you get a Trick or maybe a Lucky Birth Date Treat?

 

Hanging out with High School Besties!

Hanging out with High School Besties!

Great time this weekend with old friends and new ones. Great seeing my two high school besties, Gene Gettler and Bob Connolly, all first reunion attendees and first time together since 1974, when I was "preoccupied" getting married. Gotta get our brides of 128 years to the next one!

This week, Jackie attended what only she could describe as the Greatest Show On Earth!

Now, I've had friends fly out to the Final Four, down to the Superbowl and up to the US open.

But our Jackie, she lives on the edge and now she can scratch another item off her bucket list. 

This week, she attended the National Marble Championship in WILDwood, (how apropos), NJ.




The thrill of victory, the agony of defeat, stands overflowing with excited and often unruly fans screaming their favorites to victory.

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Did she fly there?  Oh No!  She arrived by transportation way more efficient than a Tesla and with speed only a SST could beat.  For those thinking Concorde, OMG no, SST is Super Slow Turtle, but who knew that she and her cousin could pedal so fast!

<br/>FINALLY !


FINALLY !


AFTER 2 YEARS, 3 MONTHS, WE'RE IN!

39 degrees, wind gusts of 35mph, in Lexington and it's showtime!  A tad nippy for a Florida gal and her horse!

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Claudia arrives at the USDF National Champanionship - Showtime on Sunday

Almost there!

Almost there!

Claudia and her horse arrive in Lexington for the USDF National Championship

Claudia and her horse arrive in Lexington for the USDF National Championship

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So proud of my wife, Claudia, and her young horse on their invitation as an alternate for the National Championship in Lexington in November.

So proud of my wife, Claudia, and her young horse on their invitation as an alternate for the National Championship in Lexington in November.


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