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Hello there!
We’ve got some exciting news to share with you! Your partnership and confidence in us means everything, and in order to continue to meet and exceed your planning expectations, we’re partnering with Trinity Financial Group (TFG). TFG strives to provide clients with an exceptional level of service and is committed to working with them to accomplish their goals with their three-step process. This strategic alliance provides me and Shawn with additional resources that allow us to offer you even more premier services, tools and strategies to help make your financial goals reality.
We’ll still be working in our current office location, so the only thing that is really changing for you are the enhanced services we can offer through TFG. All of your existing accounts will stay with us, and we will remain your point of contact. As always, the most important part of our business is your financial future. Please let us know if you have any questions and we look forward to our next meeting with you! Dave Buchanan [email protected] Shawn Ahl, CPA [email protected] |
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