Happy Spring !!
We hope you are keeping well and anxiously anticipating the arrival of spring and all it has to offer.
Along with the change in season, comes tax time ! Email us at firstname.lastname@example.org if you need to verify or request any duplicate tax receipts. ... and remember what your plans are for any tax refunds; pay down higher interest debt, invest towards your children's education, build your savings/retirement future and a small treat for yourself!
As always, please be sure to contact us at any time should you have questions or concerns regarding your financial plans; now and into the future. We are here to help.
All the best,
Karen, Richard, Janet, Ingrid and Sheila