HAPPY NEW YEAR !!!
We hope 2013 has started out on a positive note and that you are enjoying all that the winter season has to offer (whether you prefer to be indoors by a roaring fire or out hitting the slopes).
Our first e-newsletter of the year was delayed due to some compliance issues we encountered. Unfortunately, we are no longer able to share information with you from resources such as Newspapers and most online sites as we have done previously. Re-distribution is forbidden without written consent and a fee in many cases from these publishers. However, we still wish to pass along information to you that we feel may be interesting or helpful. Going forward we will have to turn to publications from approved sources such as our investment & insurance industry partners.
As we are independent advisors, we have access to the majority of company offerings and will always fine-tune our recommendations to your specific situation. Some of the resources we may use for our e-newsletter however may seem to favor a few companies. We in no way have allegiance to any company, some however do a better job in offering resources and publications that we can access.
We want to wish you and your family good health, true happiness and exciting adventures for the coming year ahead.
All the best,
Karen, Richard, Janet, Ingrid and Sheila