By Richard W. Stout III
It would be an understatement to say that 2020 has had its fair share of challenges. None of us could have predicted the events that have changed our lives and tried our perseverance. As of right now, the future is still unclear and there may be more obstacles ahead, but we encourage you to use this time of year to take a deep breath, shut out the noise, and celebrate, even if it looks different than usual.
Thriving in Hard Times
As a firm, our core purpose has always been to remove anxiety from the financial lives of our clients. The importance of our mission was made abundantly clear this year, as uncertainty in many aspects of our lives became the norm.
As such, we at Benchmark are very thankful that, despite the tests this year has brought, we were able to stay in close contact with our clientele when it mattered most, using a plethora of methods of communication. While we were not able to conduct in-person meetings, our clients rose to the occasion and embraced technology and virtual connection. We know that nothing compares to face-to-face contact, but we have been pleasantly surprised by how connected we remained and how in touch we continue to feel.
Truly, we are overwhelmed by how understanding you have been and also by how resilient our firm and our business partners have proven themselves to be! Tom, Aileen, Heather, and I strive to regularly communicate our gratitude for your trust and confidence, and never in my career have I felt this gratitude more abundantly. Thank you.
We hope that your Thanksgiving leaves you refreshed and recharged and ready to look forward with hope. Through it all, we at Benchmark Wealth Management are here for you and your family, just a phone call away. Reach out to us at 860.434.6890 or email@example.com with your questions, concerns, or just to touch base before the end of the year. Happy Thanksgiving.
Richard W. Stout III is managing director of Benchmark Wealth Management, LLC, with 25 years of experience in the financial industry. He specializes in financial planning and asset management for individuals, families, and institutions seeking to build and monitor durable and sustainable plans for their financial futures. Rick is a Certified Financial Planner™ professional and holds the Accredited Investment Fiduciary (AIF®) designation. He has earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning and holds the Master Planner Advanced StudiesSM (MPAS®). He obtained his MBA from Rensselaer Polytechnic Institute and his BA in Economics and Anthropology from the University of Connecticut. He also completed the Accredited Wealth Management Advisor (AWM®) program through the Estate and Wealth Strategies Institute at Michigan State University. He has extensive background experience in lending, credit review and analysis, and real estate and partnership management. Learn more about Rick by connecting with him on LinkedIn.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, www.iapd.com, searching with our company name or unique identifier, CRD # 160192. Past performance is not a guarantee of future results.
Securities offered through Private Client Services, Member FINRA, SIPC in the following states: AZ, CA, CT, FL, KY, MA, ME, MI, MN, NH, NJ, NY, RI, TX. (Securities-related services may not be provided to individuals residing in any state not previously listed) Advisory services offered through Benchmark Wealth Management, LLC a Registered Investment Advisor. Private Client Services is an unaffiliated entity.