Happy Thanksgiving from our team at HBA Wealth! We want to take a moment to thank you for being a part of our family. We sincerely appreciate the trust you place in our firm, and we take our responsibility to you and your family very seriously.
As we approach Thanksgiving, we like to think about the things we’re most grateful for. Life often gets so busy and we become so focused on our daily stresses and to-do lists that we lose sight of the incredible blessings in our lives. While it is easy to be distracted by all the noise that surrounds us, it’s important to take a step back to acknowledge everything we have to be thankful for.
As a firm, we wanted to take a moment to share six things we are thankful for this year:
- Our technology upgrade to FinLife®, an advice and planning platform that allows us to provide the best service to our clients.
- Nine years of a successful working relationship with Fidelity.
- A new relationship with TD Ameritrade.
- Generous client referrals and the new clients we are now helping.
- A beautiful office with great neighbors and kind tenants.
- Another positive year for the markets.
We Are Thankful For You
We truly appreciate the long-lasting relationships we have with each of you and want to help you achieve your ideal financial future. We celebrate with you as you reach financial and personal milestones and become empowered to take control of your financial life. We care about your lives and want to minimize the stress and details that often accompany financial decisions so that you can focus on all the good in your life.
As we reflect on all we’re grateful for this year, we are taking a moment to thank you, our clients, for choosing HBA Wealth to guide you in your financial life. We look forward to supporting you and your family in the future!
What are you most thankful for? What successes and blessings has this past year brought for you? We’d love to hear your stories. Contact me at (626) 529-8347 or email me directly at firstname.lastname@example.org.
About Haydel, Biel & Associates
Haydel, Biel & Associates, an independent financial advisory firm serving individuals and families near Pasadena, California. The firm was founded in 2004 by Chris Haydel and Ricky Biel with a desire to provide unbiased, client-centered, community-based financial advice. Together, they have built a practice that has grown into a family of caring, smart professionals committed to blending proven investment methodologies with creative financial technologies that make it easier than ever to accomplish your goals. They strive to keep things simple and fun to give their clients peace of mind and alleviate financial stress. HBA Wealth takes care of their clients’ needs first and foremost and goes the extra mile to make their clients’ finances grow. To meet and see how the HBA Wealth team may be able to help, contact them today at (626) 529-8347 or email Ricky directly at email@example.com.