1792 Alysheba Way, Suite 201, Lexington, KY 40509
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Getting back on track for the fall

To me, it always seems as though Labor Day weekend is the official conclusion of summer. On Tuesday morning, kids around the country went back to school, swimming pools closed, and this year’s vacation season came to an end.

Now that we’re entering fall, it’s time to refocus on what’s important. First things first: watch my Seahawks, the reigning champions take the field tonight in the NFL season opener!

Really though, now is a great time to take a moment to remember your financial priorities. As is typical, we’ve missed a lot of you over the past couple of months. We get it. We know that, during the summer, managing your wealth is the last thing on your mind. We hope you’ve had some great time off, and been able to spend quality time relaxing with loved ones. But now that you’re back to a normal routine, I would like to encourage you to give your financial health some thought.

The best way to do that is to schedule an update meeting with someone from our team. Sit down with us and take some time to review your accounts and get back on track for the rest of 2014. In just one hour, we can show you where you are now, and make any tweaks that are needed to make sure you’re where you want to be at the end of the year.

Not to mention, coming in for a meeting will allow you to take a sneak a peek at our brand new office space! We’re still in the process of unpacking our new office in Hamburg, but we are up and running. (See a map of our new location here.) We’ll announce details for a grand opening party soon, but in the meantime, give us a call. Our team members look forward to meeting with you, hearing all about your summer, and checking in on your financial well-being.

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