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Welcome to our Bulletin Board








Welcome To Our Valentine's Day Client Raffle

If the Cupid picked your birth date, your favorite Valentine

will get a beautiful boutique of flowers!

11/19/1954

It's a New Year and a New Client Raffle

              Did the New Year

                        Ring in Your Birth Date?                                       We have something special for our                                                        "January Client Birth Date Raffle Winner"                                   And the New Year Bell is ringing


               Congratulations to this month's winner

                       

Just Horsing Around

Just Horsing Around

A horse is a horse, of course, of course,
And no one can talk to a horse of course
That is, of course, unless the horse is the famous Mr. Ed. (posted by Rob)

Okay Rob...go back to working with numbers and let me take care of the postings.

-diane

PS: Stay tuned in every month and enjoy our bulletin board this year. :) 


HAPPY NEW YEAR!



As the year draws to a close, I want to take a moment to express my heartfelt gratitude for your trust, your friendship and our partnership. 

As we celebrate the holiday season, my team and I extend our warmest wishes to you and your loved ones. May your homes be filled with laughter, your hearts with joy, and your spirits with hope. 

As we step into 2024, we’re excited about the opportunities ahead. Our commitment to your financial success remains unwavering, and we’re here to support you every step of the way.

Thank you for being more than just clients. We appreciate your trust, and we’re honored to serve you.

Christel, Diane, Irene, Jackie and I wish you a joyful Holiday Season and a prosperous and healthy 

New Year!  


it's Our Client Christmas Raffle


He's Making a List

Checking it twice

He's gonna find out

Who's naughty or nice...

If you were nice, he placed your name on his special birth date list for a special Christmas surprise.

Lets see below if he picked your birth date.

I hope he forgot about those "great tasting" Vinci Leather shoes.

I hope he forgot about those "great tasting" Vinci Leather shoes.

I won't tell him if you don't tell him. Hurry!

I won't tell him if you don't tell him. Hurry!

You think he will see me in here?

You think he will see me in here?

Thank you to all that participated in our raffle adventure

         Thanksgiving 2023 Client Turkey Raffle

         Thanksgiving 2023 Client Turkey Raffle

                                411730

                                411734

                                411743

                                411744

                                411813


Gift cards must be claimed no later than November 15th.  Any unclaimed gift cards will be donated to charity.

Congratulations to our Turkey Raffle Winners!

2023 Cetera Investment Conference

Our Process
Our History
Our Values
Our Resources

Rob and Irene spent 3 days at the 2023 Cetera Investment Conference with 1400 other advisors and 100 client service representatives.  Rob attended back-to-back investment sessions as well as practice management workshops learning the latest financial planning software.  Irene attended special tract training for support staff.  After the early mornings to dinner time trainings, everyone enjoyed entertainment from Wayne Brady and a great concert with Train.

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!

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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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.

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!

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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