As we have entered the holiday season I want to reflect on two themes: being thankful and the joy of giving.
Peter J. Mersberger, LUTCF®
Dec. 7th, 2016
At Mersberger Financial Group, we are blessed and thankful to have wonderful clients. The traits of what we consider an Ideal Client are as follows:
A very high percentage of clients at Mersberger Financial Group possess these traits and for us, as their advisors, are very thankful. We are also very thankful for the many highly-qualified introductions we receive from these ideal clients.
We are also thankful for having the ability to do what we do best - helping organize our clients' financial lives which leads to the joy of giving.
It is with great joy that our professional team at Mersberger Financial Group delivers this service of financial planning. We enjoy helping our clients become who they want to be in retirement…helping them to reach goals and live their lives driven by their values. While growing and preserving wealth is critically important, living life to the fullest and creating memories is immensely more valuable. From everyone here at Mersberger Financial Group, we would like to wish you a happy holiday season and enjoy the giving!
Please contact our office if you have any questions regarding this topic.
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