By Thomas Britt
It’s probably safe to say that we will all be happy to wrap up 2020 and embrace 2021 with a renewed sense of positivity and hope. That being said, hardship can also bring opportunities to grow, adapt, and reprioritize what’s most important to you. We believe there are many reasons to be grateful this year, despite the many challenges we have faced.
Look For The Good
Let’s reflect on the good things we’ve experienced in 2020! Our firm had a successful year, welcoming a number of new clients into the Benchmark family. We are grateful to our existing clients who refer friends and family, and we consider this the highest compliment we can receive. We appreciate the opportunity to expand our client base and to share our holistic approach to financial planning and wealth management with those who are new to us.
Market volatility and COVID-19 did cause us a few sleepless nights; however, our emergency preparedness planning and business continuity plan allowed us to provide you with the service you’ve come to rely on without interruption. While we remained in the office, we moved the majority of our client meetings online and will continue to offer this as an option in the coming year. Thank you for your willingness to embrace new technologies. It’s amazing what can be done when we all work together!
We have been working on an updated, refreshed website and look forward to sharing it with everyone at the beginning of the year. We hope that our new site will act as a conduit to financial information and resources you may find helpful and, at the same time, offer you the opportunity to learn more about our philosophy and how we do business.
Thank You For A Wonderful Year!
This year has served to remind us how important human connection is in our daily lives, and we want you to know how much we value our interactions with each and every one of you. We are grateful for the opportunity to work with, and for, you.
We hope that in serving you we have provided your family comfort in knowing that we are here to help whenever you have questions or concerns. We understand that life changes can happen at any moment, and we want you to rest easy knowing that when you need advice, guidance, or simply someone who will listen, we’re here for you.
As we prepare to enter a new year, we look forward to continuing to help you achieve your financial goals in 2021. Here’s wishing you joy and laughter during the holiday season and a happy new year!
If either Rick or I can answer any questions, offer our insight, or if you’d like to review where your finances stand and adjust what to focus on in the coming months, please don’t hesitate to reach out. Appointments can be scheduled by calling 860-434-6890 or emailing us directly at firstname.lastname@example.org or email@example.com.
We extend our very best wishes to you and yours during the festive season.
Thomas J. Britt is managing director of Benchmark Wealth Management, LLC, with 20 years of experience in the financial industry. He specializes in executive financial planning, retirement planning, investing, as well as the management of trusts and endowments. Thomas is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the Master Planner Advanced StudiesSM (MPAS®), Certified Investment Management Analyst (CIMA®), and Chartered Retirement Planning Counselor (CRPC®) designations. He earned a Bachelor of Science in Finance from the University of New Haven, an MBA in financial technology from Rensselaer Polytechnic Institute, and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is also a proud veteran of the United States Navy Submarine Force. Learn more about Tom 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.adviserinfo.sec.gov/firm/160192
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.