THE IMPORTANCE OF FAMILY
Family is always a priority at truNorth Financial Services. We consider our team a
family, and we make sure that each of us places our own individual families as a
top priority in our lives. We also value all of your families and sincerely hope that
you have the opportunity to cherish the quality time spent with your loved ones
over the holidays.
AN OPPORTUNITY FOR FAMILY MEETINGS
Over time, we have realized the importance of family meetings with our clients;
a time to communicate financial wishes, organize assets, review beneficiaries, elect
an executor, and much more. We have guided many clients through this process
and would like to extend an invitation to hold a family meeting with you and your
loved ones in 2018. A simple call to the office is all that’s necessary, and we would
be glad to offer our time as a neutral party to assist in advising you every step of
the way. Should you consider this opportunity, the holidays are a great time for
discussion with children and grandchildren. We are always happy to work with you
and your entire families in any way that will help you find success in your financial
HAPPY HOLIDAYS FROM ALL OF US AT truNorth!
truNorth Financial Services, Inc. is a Registered Investment Advisory Firm.