In an effort to continue to provide you excellent service, 2016 & 2017 are the years we are tweaking our business model. The 2016 Client Surveys were extremely helpful and we are continuing to implement the suggestions you made…
First, our Investor University continues this summer (schedule attached). I encourage you to attend any of the workshops that are of interest to you. If you bring a guest, there is a FREE GIFT waiting for you! Your choice of a month of NETFLIX? Maybe lunch at Panera or a weekly coffee at Starbucks? The choice is yours.
Next, a word of warning for everyone driving Hall Road in Macomb Co. The 2-year road construction project is now in full swing and the back-up starts right at our office (heading east). To accommodate our summer review meetings, I’ll be offering to meet clients at their home or restaurant of their choice. Please let Marilena know your preference when your review meeting comes up.
Last, the office is updating our client profiles and would like to communicate with everyone the most convenient way for you. You can find us on Facebook (@KimEndersCFP) and Instagram (Pearls of Financial Wisdom) to stay up to date on what’s happening with us. But please take a moment and send back the enclosed data sheet so we can be sure to keep in touch!
Kimberly J Enders CFP®
CERTIFIED FINANCIAL PLANNER™ Professional
Kimberly Enders, CFP® CSW® 38700 Van Dyke Avenue Suite #125 Sterling Heights, MI 48312 (586) 554-7969
Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.