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 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!

We are adding features to your TCA website

All of your account data is still here.

Please scroll down and click your account number to see all your investment account details.

End-of-year Gifting
Saving for Retirement VS. Funding Your Child's Edu...

Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free






An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
Learn more

Green Initiative Side Bar 2

Go Paperless 

Addressing Global Concerns on an individualized basis