Major Announcements
We hope you find our summer “Client Quarterly” informative and timely. In addition to our summer news letter we have several major announcements this month:
Donna has
officially retired July 1st.
After 30 plus years of being my partner in the office she decided she
was ready. She has been training me
to take over the accounting duties and will still be available on a consulting
basis. She will be plenty busy this
summer moving and organizing our new home, then her
mother will be relocating from
Brienne effective July 1st has become a full partner in our firm. She has been with us almost 4 years now. She earned her CFP designation earlier this year, has gotten to know all of the clients very well, and this move solidifies the succession plan for our firm if something were to happen to me or I eventually decide to retire and ride off into the sunset with Donna.
Samantha will be
leaving July 20th. She
will be moving to
Josie Cavaletto will be replacing Samantha and taking on many of the office administration duties. We would like to welcome her aboard.
With these changes in our practice we look forward to continuing the tradition of building long term relationships with our clients and prospective clients.
Our money managers are doing a great job again this year. Our domestic market has been strong so far this year so this might be a good time to read our article “Mr. Market” on our website www.financial-architect.com. It can be found under the “Simple Self Help Ideas”, click on “Trying to Understand and Get Comfortable with the Market”.
Hope you have a great summer and as always look forward to talking to you soon.
Securities through KMS Financial Services Inc.
520.884.7550
jpw@financial-architects.com
3971 E. Paradise Falls,