Happy Holidays

As the holidays approach and 2007 draws to a close, I wanted to take a minute to wish you a happy holiday season. If you've referred a friend, relative or colleague to my firm or my blog in the last 12 months, I'd also like to tell you how much I appreciate it – it's always an honor to receive a personal recommendation and it's a pleasure to help new clients reach their financial goals.

I hope that the past year has been a good one for you and your family. While it's hard to say what the future holds, a good financial plan should see you through both good times and bad. In order for the plan to work for you, however, it must be up to date and coordinated with other aspects of your financial picture, such as investments, retirement planning, insurance and tax issues. Have there been any changes in your life that might affect your personal financial situation? As you look ahead to 2008, do you see any other changes coming?

If you have any issues or areas of concern as you meet these new challenges, please feel free to contact me – it would be great to hear from you. I always welcome the opportunity to help people integrate all the pieces of the wealth management puzzle to arrive at a plan that accomplishes everything they want.

With my very best wishes for a happy holiday season and health and happiness in 2008,

Bill Griffith, Jr., CFP