Reflections

As 2020 draws to an anti-climatic, tired close, we approach Christmas and New Years Eve – good days to end 2020. I want to thank our clients for putting their trust in our services. 2020 was a year of purposeful planning amidst significant client growth, while adjusting to required COVID rules. Our clients and our team worked together to bring success to each client. I sincerely want to acknowledge Keenan Casey, CFP©, our Support Advisor, and Michelle Williamson, our Office Manager. Alpers Financial Planning provides high service levels because our team is willing to go above and beyond to make certain our platinum service goals are achieved. I’m thankful for the unending enthusiasm, experienced and competent output, personal energy, and positive attitudes displayed by everyone in the office, including our off site tech service headed by David Graham. It makes each day a pleasure in our office. This positive office synergy is evidenced with clients frequently attesting to their confidence in our team. Our client appreciation evening in late 2019 culminated a good year, with a very pleasant evening at Biaggis. We hope for a 2021 gathering to more personally show our appreciation. And even with COVID, we emptied our Salvation Army Tree Tags from our tree and delivered 4 shopping carts FULL of gifts for disadvantaged children. Thank you again, everyone.
After this very busy year, it is time for reflection, rest and some preparation for next year. Our office will be closed from noon on Dec 23rd until Jan 4th, 2021. We will be checking email and phone, so if you are a client and an important matter arises, please contact us via through Jan 3rd, and then direct your emails and calls as usual to the appropriate person in our office. Thank you,
Merry Christmas. 🎄