By Jeff Gilbert
It’s been a wild ride, but we have finally arrived at the holidays. Our team at Balboa Wealth Partners would like to take this opportunity to wish you and yours a happy holiday and a refreshing new year! The holiday season, your treasured traditions, and pretty much everything about this time of year may look different in 2020, but we believe there is still cause to celebrate.
Look For The Good
Most of us are probably glad to see this year go, but hardship can also bring opportunities to grow, adapt, and reprioritize what’s most important to you. Were you able to cut your commute out of the equation and have more time to spend with your family? Did you reconnect with friends virtually? Did you start new traditions and make unexpected memories? Life is challenging right now, but reflect on all that this year has brought and go into 2021 focusing on the good things that have come from every victory and trial.
It can be hard to look forward to a new year with so much uncertainty still on the horizon. Let’s just say that new year’s resolutions will likely look very different this year! Regardless, think about what you want 2021 to hold for you. The end of the year is an opportune time to adjust your goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries, get some well-deserved rest, and develop a vision for the coming year that isn’t based on external circumstances.
Thank You For A Wonderful Year!
Everything our team at Balboa Wealth Partners achieves as a firm is all due to you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. We hope that in serving you we have provided your family comfort in knowing we are here to help whenever you have questions or concerns. We understand that life changes can happen at any moment, and we want you to rest easy knowing when you need advice, guidance, or simply someone who will listen, we’re here for you.
As we prepare to enter a new year, we look forward to continuing to help you achieve your financial goals in 2021. Here’s wishing you joy and laughter during the holiday season and a happy new year!
To check in on your financial plan before the end of the year and make sure your finances are prepared for 2021, don’t hesitate to reach out to us at 949-445-1465 or email me at email@example.com. We look forward to hearing from you!
Jeff Gilbert is the founder and CEO of Balboa Wealth Partners, a holistic financial management firm dedicated to providing clients guidance today for tomorrow’s success. With nearly three decades of industry experience, he has worked as both an advisor and executive-level manager, partnering with and serving a diverse range of clients. Specializing in serving high- and ultra-high-net-worth families, Jeff aims to help clients achieve their short-term and long-term goals, worry less about their finances, and focus more on their life’s passions. Based in Orange County, Jeff works with clients throughout Southern California as well as Arizona, Oregon, and Washington. To learn more, connect with Jeff on LinkedIn or email firstname.lastname@example.org.
Advisory services provided by Balboa Wealth Partners, Inc., an Investment Advisor registered with the SEC. Advisory services are only offered to clients or prospective clients where Balboa Wealth Partners and its Investment Advisor Representatives are properly licensed or exempt from registration.
Securities offered through Chalice Capital Partners, LLC, member FINRA, SIPC.
Balboa offers advisory services independent of Chalice. Neither firm is affiliated.