Dear Friends,
As the New Year approaches and I assess 2006 at Sterling &
Tucker and plan for 2007, I want to thank all of you for being
our clients and our friends. You are all so wonderful. You are
striving to do the very best you that you can for those you care
about. You are loving and caring and it is a pleasure to work
with you to help you reach your goals. All of us at Sterling &
Tucker take great satisfaction in helping you, our clients, to
achieve the peace of mind that comes with knowing that your affairs
are in order.
You trust us and are loyal - and we work hard to merit your trust
and loyalty. This monthly newsletter is only one part of our effort
to keep you informed so that you stay current with new information,
and that your planning will work as you intend. I know we often
don't say thank you enough, and so again, I thank you all. We
hope to see you at our various client seminars and you are always
welcome to attend our public seminars. Of course, we are pleased
when you bring a friend or refer someone to us.
We have worked intimately with many of you in creating the documents
for your estate plan. This is the first step in promoting your
wellbeing and that of those most precious to you. For many, there
is a vital next step in comprehensive planning: a review of your
financial planning and your retirement planning. Are your savings
patterns and your investment choices getting you to your goals?
Michelle Tucker and I are focusing much of our efforts and time
to help clients assess their financial situations and their retirement
planning. We very much want all of you who are not retired to
have a plan that will put you on the road to a comfortable retirement
and for those you who are retired to not outlive your assets and
be able to leave the legacy you hope to leave.
In the New Year, we will be launching something new. We will be
hosting Next Step Seminars for new clients and will offer the
opportunity for our present clients to attend if they are interested.
To help us determine interest in Next Step Seminars, please call
Beth-Ann Kozlovich at 791-9939 and let her know if you're interested,
and if you'd like to be contacted when we start the series.
In closing, I hope you'll consider a New Year's resolution to
get your financial house in order, and always know we're here
to help you carry out your resolution.
Have a festive holiday season and a prosperous and healthy New
Year.
