2010 Is a Very Good Year

2010 Is a Very Good Year

We are looking forward to the Christmas Season this year with great feelings of Thanksgiving.  2010 has been exceptional for Resource Advisory Services.  Clients who began the year with us have a larger net worth.  The year’s good investment performance has been significant.  Yet, very important factors were contributions to assets and debt reductions.  As we monitor these for clients, we are thankful for those who have confidence in our advice in many decisions.    

We are also very appreciative of new client relationships in 2010.  The number is impressive relative to the entire history of Resource Advisory Services.  Yet, the number is overshadowed by the personal relationship qualities we perceive in the people we met.  There is more to money than money®.  The people and the very interesting issues they brought for us to consider are much more invigorating than investments management.  As an example of how we feel on this, a couple of projects brought clarity for clients’ financial concerns, without a need for our ongoing management.  Even those give us reasons to be thankful.  We met interesting people who told us we improved their lives.  

Contact J. David Lewis directly with david.lewis@resourceadv.com or share your thoughts on this topic below. He founded Resource Advisory Services in 1985.  National Association of Personal Financial Advisors (NAPFA) was formed only a few years before. Lewis became a NAPFA-Registered Financial Advisor in 1986.  He is a passionate advocate for fiduciary, fee-only financial planning and has been associated with financial services since childhood in a banking family.  50645 & 50824

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