Year-End Update from Balanced Financial ConceptsSubmitted by Balanced Financial Concepts, Solon, Ohio on December 14th, 2017
Balanced Financial Concepts Year-End Letter
As we look back on the year, THANK YOU for making 2017 a successful year for Balanced Financial Concepts. Your continued trust drives us to evolve our business to serve you.
Our business grows from within. A very special welcome to new clients this year and a personal thank you to those who introduced us to new relationships. Thank you for thinking highly enough of us to introduce us to people who you think highly of. We greatly appreciate it.
Balanced Financial Concepts was founded in 1987, and on October 20, 2017, we celebrated 30 years in business at The Tanglewood Club in Bainbridge, OH. We commemorated the occasion with over 170 clients, friends, and guests; enjoyed lived music from Story Road Trio; captured fun moments with the Selfie Station photo booth; and enjoyed a superb fall evening.
We are grateful for the relationships we have maintained and the friendships that have grown from our 30 years in business.
Annual Reviews Changing
Starting in 2018, we will be approaching Annual Review meetings slightly differently. Rather than various attempts to schedule these throughout the year, all Annual Review meetings will be scheduled during your birthday month. We will reach out to you at the beginning of the previous month to schedule your Annual Review meeting.
As always, we are more than happy to meet should something come up that requires us to meet sooner, but we appreciate your help in keeping with this schedule.
Let Technology Work for You
We have enhanced the way we communicate with clients and the way clients can access us:
1. Virtual/Video Meetings – We have been testing technology to be able to host virtual/video meetings, available to all clients with a computer. Call us for more information, particularly as we schedule your Annual Review.
2. NetXInvestor - As always, we encourage you to register for online access to your accounts. While you can still choose to receive account correspondence by mail, electronic access will allow you to view your account online at any time and to stop any correspondence you no longer want to receive by snail mail. There’s also an app available for tablet and mobile use.
3. Albridge Quarterly Performance Reports – Starting in 2017, automated quarterly performance reports were emailed to those registered for the Albridge system. If you are registered for Albridge but prefer not to receive these automated reports, please let us know and we can remove you from the list. Reports will be sent securely through a password-protected email system. You can access both NetXInvestor and Albridge directly from our website home page (www.BalancedFinancialConcepts.com). Call our office for any help with registration and/or navigation.
4. Social Media – If you haven’t already, FIND us on Facebook (Balanced Financial Concepts), FOLLOW us on Twitter (@BalancedFinance) and CONNECT with Gautam on LinkedIn. We send a variety of information on a regular basis through our social media outlets to keep us connected with our clients.
Our office will be closed on the following days in observance of the year-end holidays:
Christmas – Monday, December 25th
New Year’s – Monday, January 1st
However, if you need to contact us during these days, we will be checking voicemail and email daily. If you need to come in or meet with Gautam (particularly our out-of-town clients), please let us know immediately and we will contact you for scheduling.
We are in our 3rd year offering shredding to our clients, so thank you to those who have used and who continue to use this service. In 2017, we have saved more than 25 trees by recycling shredded paper! Shred-It comes every 2-3 months and we’re happy to offer shredding to our clients and their friends. We will let you know at least 2 weeks before each service, but you are welcome to bring in your shreddables anytime and we will put them in our securely locked bins.
For 2017, we hosted several educational programs:
March – Estate Planning and Funeral Pre-planning: It’s not a matter of IF, but WHEN.
May – The Science of Fear and Greed: An in-depth look into investor psychology
July – Social Security: How to maximize your benefit and how recent changes could affect your retirement
September – Long-Term Care planning: What to expect should you need a caretaker
Our schedule for 2018 will be announced soon. While these events will be free to attend for you and a guest, reservations are required.
We want your feedback! In January, we’ll be sending a short survey to understand how we’re doing as a firm, how you feel about your financial future, and what more we can be doing for you. When you receive this survey, please respond honestly as we take your feedback very seriously. Many of the enhancements we’ve made in the past years are the direct result of client feedback. Thank you in advance for helping us help you.
We, at Balanced Financial Concepts, know that you have a choice in who you work with. THANK YOU unconditionally for your business, your friendship, and your ongoing trust for the past 30 years. To many more!
From our families to yours, WE WISH YOU A VERY HAPPY AND HEALTHY 2018 and are thankful to be a part of it.