Broker Check

Preparing for the Holiday Spirit

November 06, 2020
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On July 17, 1955 Walt Disney spoke these words at the opening of Disneyland.

            ‘Disneyland is your land.  Here age relives fond memories of the past and here youth may savor the challenge and promise of the future.  Disneyland is dedicated to the dreams and the hard facts that have created America…with the hope that it will be the source of joy and inspiration to all the world.

I realize that financial planning and Disneyland seem worlds apart, but I want to point out a few similarities and what we mean to accomplish each and every day.’

Our process begins with the word; Imagine.  We desire to help you build the financial future of your dreams and aspirations.  We know that there are many hard facts in today’s world, but we are blessed to live in a country that allows us to achieve.  We can change our circumstances and hard work counts for something.

Secondarily, we seek to believe.  Walt built when others said it was impossible.  We can create plans and determine the plausibility.  We can learn how to overcome the barriers the world sets before us.  We can put wisdom and experience together to realize our dreams.  If you have read anything of Walt Disney’s life, you realize the battles he faced and conquered.  From business failure to characters stolen to plenty of doubting Thomas’; he pushed forward.

The last word in our process is Achieve.  On the wall of our conference room is a picture of Walt in Disneyland, walking by himself through Sleeping Beautys’ castle.  He may be inspecting workmanship or taking a moment to savor the accomplishment.  Each of us needs to work hard on our dreams, and we need to acknowledge our achievements along the way.

2020 has been an adventure.  We want to thank you for your trust, loyalty and friendship.  We are still in business.  We look forward to continuing to serve your dreams and pledge to provide confidence in your plans.  The holiday season is upon us and as you gather your family around you, we hope you can look upon your success with joy and rest a moment before the New Year kicks in.