Dear Friends and Financial Partners!
That’s quite a headline, “A Confession from a Successful Investment Advisor.” Here’s the confession:
The truth is astonishingly simple, “If we’ve been at all successful, it’s because you, our clients, have been successful. Our success only comes through your success.” Since June 4, 1982, when we became a Registered Investment Advisor, we have always strived to put your best financial interest first.
Over the years, many clients have shared with us how we helped them send their children through college or on missions, retire early, or live comfortably during their declining years. They have told us how our financial planning and investment management have allowed them to maintain lifestyle, travel, and handle life’s major medical expenses.
As a fiduciary, we strive to put ourselves in your shoes, endeavoring to give you the best advice based on our professional financial knowledge. So thank you, thank you for trusting us with your financial concerns and assets.
We are grateful to be your financial and investment advisor. By far the most gratifying—not just satisfying—part of our job is seeing you reach your financial goals throughout your lifetime.
Bullish Best Wishes,
Roger M. Smedley, CFP®
CEO
