As this year comes to an end, I think it is appropriate to take a moment and reflect on where we have been, how far we have come, and where we want to go next.

We started 2021 with high hopes of a new “normal.” The pandemic coming to an end… life and business back to resembling what we used to know.

But honestly, I am not sure I can remember what 2019 felt like. I am not even sure where 2020 went or, for that matter, 2021!

Our team has endured a lot, and it is all thanks to YOU, our wonderful clients, that fuel our sense of purpose. To wake up every morning knowing that someone needs our help regardless of the climate outside… politically or literally.

Thank you to the thousands of folks that attended a 123Easy workshop – online or for a rare in-person library event (not all the cities have opened their doors to events). Whether we guided on the basics of Medicare, Social Security, or Retirement Income Planning… we appreciate every attendee.

Thank you also to the thousands more that chose to navigate their retirement journey with one of our advisors. Our guidance now expands across the country! Without your trust, we would not make it very far in this ever-crowded industry.

We are grateful you all found your way to us online or in-office based on the word of a family or friend. Referrals are the lifeblood of any small business!

To all, WE say THANK YOU. Let’s make 2022 even better!