Our motto is "Planning the Spectrum of your Life" and we focus on our clients. Every holiday season we remind our clients that they have the availability to gift financially to family members. We anticipate using this platform this year as a thank you to our clients and a reminder to make sure that they have their financial affairs in order before the end of the year.   We also run a holiday giveaway, and although we mail postcards to our clients for this, we are starting to obtain more and more clients who have email addresses, and they provide them to us by entering our holiday giveaway! We give away golf balls, travel mugs, and other items, as a thank you. The clients also provide a charity of their choice and we donate to the winners' charities. We utilize the mailing to update Constant Contact because we can get UPDATED email addresses to create new lists!  ... View more