By: Colleen Weber
News and Updates
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With the holiday season in full swing, our team at Colleen Weber CPA, CFP® would like to take this opportunity to wish you and yours a happy holiday and a wonderful new year! We are grateful to have clients like you and appreciate your trust in us to provide exceptional services that help you save money on taxes, simplify your financial life, and enjoy increased peace of mind.
Looking Back At 2018
What a wonderful and busy year this has been! From political drama and uncertain midterm elections to an increasingly volatile market, 2018 has had its ups and downs. Whether or not you are glad to see this year go, take time to reflect on all that it has brought and the good things that have come from every victory and trial.
Looking Ahead With Excitement
We hope that you are excited for all that a new year brings, and we encourage you to think about what you want 2019 to hold for you. The end of the year is an opportune time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and get a vision for the coming year so that you can hit the ground running in January. Enjoy some well-deserved rest and get excited for the new year!
You Are Our Motivation
Everything our team at Colleen Weber CPA, CFP® achieves as a firm is all due to you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. 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 how life changes can happen at any moment and 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 2019. Here’s wishing you joy and laughter during the holiday season, a happy new year, and a prosperous 2019!
To find out more about how we can help set your finances up for success or give you objective advice to achieve your financial goals, don’t hesitate to give us a call at (952) 470-0750 or book a free introductory meeting online
Colleen Weber is a fee-only financial advisor, CERTIFIED FINANCIAL PLANNER™ professional, and CPA with more than 15 years of financial planning experience. Providing comprehensive financial planning and wealth management, she specializes in serving clients nearing retirement, retirees, busy professionals, and women. She is passionate about developing financial plans that save clients on taxes, and investment strategies that help them pursue their goals. Learn more about Colleen by connecting with her on LinkedIn or booking a complimentary phone call meeting.