Every year at this time we take a look at what has been accomplished, what we would have liked to do better and what we hope to accomplish for the next year. For the past several years--and this year is no different--we can say that we are very fortunate that our accomplishments, growth, friendships and service are better today than they were last year at this time. You, our valued stakeholders, have once again given us great gifts.

We at Stage 2 Planning Partners want you to know how much we appreciate your business, your ideas and your support. We know that it's because of your help and support that we are able to grow and prosper. We also know that we have a tremendous responsibility to you in helping you reach your life goals.

In the coming year, we will continue to expand our transition into total wealth management. Over the past year we've learned that we can't limit how we work with you. For us to provide the best advice and service, we need to help you think and act holistically around your financial and personal life. We pledge that over the next year we will continue honing our skills to bring you even better service in all these areas.

At this Holiday Season we feel blessed to be able to do the type of work that we do. It's such a pleasure for us to work with you. It's also a huge compliment to us that you let us into your life. When a Client lets us into their life, they often move from just being someone we do business with to a friend. With many of you we feel that we have made that move from Client to friend. We hope you feel the same way.

We hope that you will join us during the Holidays in counting your blessings. Most of us have warm houses, plenty of food, and the opportunity to do interesting things with interesting people. For those of us for whom this is true, we are very fortunate.

Many of us have also lost loved ones this year. We encourage you to think about the gifts those departed ones have given to everyone they touched. Those gifts, those lessons need to be cherished and passed to future generations.

We want to wish you and your family the best during this Holiday Season. We're hoping that this year has been a good one for you. We're also hoping that next year is even better in every way. We at Stage 2 Planning thank you for your business, support and friendship. It's because of you we are here. With warm regards,

Stage 2 Planning Partners

Josh Patrick © 2007

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor.

Stage 2 Planning Partners is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc. Representatives listed on this website are currently registered to conduct securities business in the following states: AZ, CO, CT, FL, IL, IN, MA, MT, NC, NH, NY, PA, RI, VA, VT, WA

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