With the holiday season in full swing, our team at College Planning America would like to take this opportunity to wish you and yours a happy holiday and a wonderful new year! We are grateful to have clients like you, and we appreciate your trust in us to provide exceptional services that help you experience confidence in your future and focus on your passions, knowing that we’re here to watch over your finances.
Reflecting On 2018
What a wonderful and busy year this has been! From political drama and uncertain midterm elections to an increasingly volatile market, 2018 has had its ups and downs. Whether or not you are glad to see this year go, take time to reflect on all that it has brought and the good things that have come from every victory and trial.
Looking Ahead With Anticipation
We hope that you are excited for all that a new year brings and encourage you to think about what you want 2019 to hold for you. The end of the year is an opportune time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and get a vision for the coming year so that you can hit the ground running in January. Enjoy some well-deserved rest and get excited for the new year!
Thank You For A Wonderful Year!
Everything our team at College Planning America achieves as a firm is all due to you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. We hope that in serving you we have provided your family comfort in knowing that we are here to help whenever you have questions or concerns. We understand how life changes can happen at any moment, and we want you to rest easy, knowing that when you need advice, guidance, or simply someone who will listen, we’re here for you.
As we prepare to enter a new year, we look forward to continuing to help you achieve your financial and college planning goals in 2019. Here’s wishing you joy and laughter during the holiday season, a happy new year, and a prosperous 2019!
Let’s Connect!
To find out more about how we can simultaneously help you walk through the complex college planning process and set you up for a successful retirement, call us at 800-814-8742 or send us an email at dcoen@sageviewadvisory.com.
About Dave
Dave Coen is a Financial Advisor with SageView Advisory and the CEO of College Planning America. Along with his retirement financial industry experience, he is a College Planning Specialist. He works closely with individuals and families to provide them comprehensive financial planning that addresses all elements of their financial picture. Learn more by connecting with Dave on LinkedIn.
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