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!
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
A horse is a horse, of course, of course,And no one can talk to a horse of courseThat 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.
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
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.
Thank you to all that participated in our raffle adventure
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!
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.
Sero celebrates his 6 month birthday.
Claudia and Sero's first meeting.
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!