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Cheers to 2020!

January 9, 2020

Happy New Year! It is 2020 and if you’re anything like me, you’ve set some goals for this year.

Maybe your goals involve estate planning. Maybe your goals involve financial planning. Maybe your goals involve just eating healthier. This is not an optical illusion. This drink is actually green and it is made for me with love by my wife, Pinky. It’s spinach, there’s a protein powder and if you really want the recipe, I’m not the right person to ask.

My point is I have goals that I want to accomplish this year and I know what I’m capable of. I know that I’m a powerful strong person. But I also know that I need a little bit of help and there’s nobody who’s a bigger advocate for health that I know than my wife and I’m going to get her help.

To that point, if there’s anything that we can help you with, don’t hesitate to reach out to us. Check out our blog piece on setting your goals for 2020. And as a final note, cheers to 2020. Hope to see you this year!


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Do You Owe The AMT?

American educational reformer Horace Mann called education “the great equalizer.” In football, it’s been said ...

See more
What is the Value of Your Business?

In the second quarter of 2023, more than 2,300 small businesses were sold. The median ...

See more
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more