Thankfulness and Financial Planning

A&I Wealth Management > Periscope Newsletter > Thankfulness and Financial Planning

Thanksgiving is one of my favorite holidays. I used to say it was because the family comes together without the stress of “gift giving” and with a whole lot of food. I am not the world’s best cook, but I’m a very good eater—and dish washer!

Thankfulness is gaining popularity, or at least it seems to me. And with good reason. Health increases and happiness increase when we have an “attitude of gratitude.” Here, “we operate with a spirit of gratitude.” It is a core principle.

I see this spirit in all of the people at our firm, at least every day. From caring for a family member, to the little extra effort we put out for a client, to sending a thoughtful something-or-another, I’ve seen a little of everything, from everyone, here at our company. I’ve never been more proud of the quality of people around me—I’ve never felt more blessed!

And then we have our clients—my goodness—has there ever been a more wonderful group of people collected? Not in my 20 years of experience. So, thank you!

On election night, the and CFP Board conducted a study and found that most Americans want what we deliver, and our clients have with our team:

“When it comes to qualities Americans look for when choosing a financial advisor, the majority want someone who can provide a comprehensive plan that takes their holistic financial situation into consideration (82 percent) and believe their financial advisor should always work in their best interest (79 percent).”

What a blessing it is to be a part of your lives!

Thank you!

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About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.