January 5, 2012We hope that your holidays were both relaxing and joyous! The New Year is here, and with it brings resolutions. Our resolution is to continue to improve client services so that your experience with our firm is always rich. Enhancing our services means many things to us—from upgrades in technology to expanding and enhancing service offerings.Over the past year, we’ve had a steady focus on technology—implementing the latest and greatest applications to ensure that you always have 24/7 access to your information and can exchange, upload, and review your financial documents with ease and efficiency. We’ve also dedicated a great deal of time to evaluating our services and making adjustments where needed. Overall, we want you to stick with us for the long term—and that means we will always keep our resolutions!What about you? What are your resolutions? We certainly hope one of them is to continue to improve your financial health—both on a business and individual level. The New Year is the time to re-focus, re-evaluate, and re-vamp processes and operations— ultimately enhancing your financial status. We are here to help you do that…today and throughout 2012. Let’s resolve together to make this happen.We look forward to continuing a positive and successful relationship. Happy New Year!
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These days, we seem to have endless articles on IT security while traveling, but far fewer on physical safety. Because summer can be big travel months for many businesses, we put together the following list of tips to help keep you safe while away from home.
As your trusted advisor, we are always looking for ways to improve your financial health—and that doesn’t stop at business activity. We also want to support you with tips to help you save money in your personal life as well.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!