Today I am overjoyed, and infinitely grateful, to be celebrating a special milestone in my career. Exactly twenty-five years ago I ventured into the financial industry, with a burning passion to make a positive impact on people's lives by helping them realize their financial goals — a destination my business refers to as “Point B”.
As I reflect on this journey, I am thankful for every experience, lesson, and step that has brought me to this day. I owe a debt of gratitude to you, my clients, for your trust and loyalty. It is because of you that I have realized my dream of building a financial planning practice.
Looking ahead, I am deeply committed to continuing the exceptional service we provide at Point B Financial.
Here's to many more years of growth and client prosperity!