I hope January and the beginning of the new year treated everyone well. We've been busy in the office and we stand to be even busier in February! If you missed January's newsletter (which, given the mailing list size change, a lot of you did) it can
be found here.
Many of you reading this right now are receiving this newsletter for the first time. This last month I've done a lot of work adding people to our mailing list. Whether you attended a workshop in the past, have met with us before, or I got around to calling you and taking down your e-mail address, you're receiving this because we think you'd like to see it every month and we think you'll find the information helpful!
Jim and I were recently at a huge financial planning conference in New Orleans where we learned a lot from some of the best advisors in the country. Next month we'll have information on a brand new annuity product that only our clients will have access to. I'm not the financial planning expert in the office, but as some of the preliminary details were announced at the conference, even I could tell how amazing of a product this is going to be.
We've gotten some content suggestions since the last newsletter and Jim picked out a couple articles this month that he thinks address some of your concerns. If you have anything you'd like to ask us, feel free to send an e-mail or give us a call.
Starting soon, we'll also be planning a small series of client appreciation events and referral bashes for all of our clients. By March, I'll have a tentative schedule for the rest of the year. As always, if you have any friends that you think we could help, tell them about us and get yourself an invite to one of our referral bashes! We're going to be doing more than ever to reach out to our current clients and take care of them in the coming year.
Stay updated by checking us out on Facebook or Twitter, or check our website!
-- Tyler Stillman
