It is with great pleasure that I write my semi-annual letter. I am grateful for the professional friendship with you, my client, and excited to share some updates happening here at Enders Wealth Management. This is coupled with great concern for those families affected by hurricanes, earthquakes & wildfires recently. We often speak of “turbulent markets” in my industry, but when compared to Mother Nature this year – we have had great weather in the equity markets!
First, our Investor University continues this fall and into winter. I encourage you to attend any of the workshops that are of interest to you. It’s always a relaxed atmosphere, a small group discussion of that month’s topic. Guests are encouraged, a wonderful way to introduce friends/family to quality financial information.
Next, the office is becoming a leader in client service by implementing suggestions gathered in our 2016 & 2017 Client Surveys and review meetings:
- Social media is fully running! You can find us on Facebook (@KimEndersCFP) and Instagram (Pearls of Financial Wisdom) to stay up to date on what’s happening in the practice…and in my family…
- Client outreach events (Investor University) has been well received. Topics change every month to offer something for everyone. Fall/Winter schedule attached.
- Big upgrades in Technology! Custom online dashboards now available to all clients. Meetings can be held via video. Podcasts slated for 2018. Yes, we even have an app.
Last, security and client data protection remains top priority. Full tests of encryption software, data back-ups & online account access were done in August.
Being your financial planner is more than helping you with asset allocation, its helping you navigate the world of personal finance. No question is too small. No problem is too complex. I am here only to serve you, my client, and help you live a healthy financial life.
Kimberly J Enders CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
P.S. I hope to see everyone at our GIVING THANKS Open House on November 15th
Securities and advisory services offered through Cetera Advisor Networks LLC, a Broker/Dealer & Registered Investment Advisor, member FINRA/SIPC. Cetera is under separate ownership from any other entity.