Investing in Value
Our team is excited to provide a free plan to the children and grandchildren of our clients. We'd like to do so for your family too!
Thank you for the many nominations made toward winning a free financial plan. If you haven't made your submission yet, don't miss out! All current clients are eligible to nominate someone who is a part of the next generation of their family. Nominees are put into the raffle drum and 2-3 winners are drawn each month.
Investing is something we take seriously! And what more valuable investment is there than to invest in the next generation? Managing finances is tough and not always readily understood. Financial stress affects all aspects of your life including health, relationships and work. Learning how to develop discipline, strategy and a well focused financial plan reduces stress, builds confidence and can help create opportunities. Why not make that nomination right now and create the opportunity for a great New Year? Our next drawing is January 2nd.
Click here to submit your nomination now.
Click here to review the Investing in Value FAQs.
To date, we have four winners in our Investing in Value campaign.
If you have not yet nominated a child, grandchild, nephew, niece or other next generation family relation, please do so now. Over the next 10 months or so as we continue to celebrate 30 years, it is our goal to give away a total of 30 free basic financial plans. We believe our greatest investment opportunity is in our Next Generation and we want to encourage them to develop their strong financial disciplines now. Won't you help us help them?