Dear Esteemed Clients and Friends,
We hope this letter finds you well and experiencing the financial peace of mind you deserve. On Friday, November 4th, CWM celebrated our second year in business. We want to take a moment to extend our sincere gratitude to you for your support and trust over the past two years. We feel incredibly blessed to have the opportunity to serve our client’s financial needs. As such, we’d like to share with you some of the excitement we’re currently experiencing in our firm.
Few people know that we started our firm with zero clients and on a true leap of faith. We have added over 20 new clients just this year, and more people are choosing to sign with our firm each week. In our industry, this is a strong growth rate for the second year of business. We attribute this success to a commitment to honesty and daily attention to client portfolios. These two factors differentiate us from many other firms, and our message is resonating with not only people in Kansas City, but nationwide. We are living the American, entrepreneurial dream our country was founded on.
After a rigorous search, we have found a new office building that will not only meet our needs today, but allow us the flexibility to hire additional staff as our growth continues. We will move into our new office on January 1st, which is located at 4745 West 136th St., Ste. 90, Leawood, KS, 66224 (Southwest corner of 135th and Roe). Our phone number is owned by our current landlord, so we will be switching to a new phone number; that number is 913.908.1795. CWM owns this number, so it will not change again.
Please continue to refer your friends and family. Referrals are the key to our current/future success and are truly a win/win for both the firm and for our clients. In order to maintain our commitment to client service, we have chosen for John to spend his time responding to client requests and researching financial matters instead of attending networking events. We will be sending out referral emails in 2012 and would appreciate you forwarding them to your friends and family. We feel this is the easiest way for you to help us spread our message and differentiating factors, and we appreciate your support.
Thank you, again, for allowing us to manage your financial needs. We look forward to serving you in the coming year.
John & Angie Chladek
Do you have an investment strategy that seeks to protect your portfolio against volatile economic conditions? Call me to schedule a free review of your current investment portfolio – 913.693.7918.
John P. Chladek, MBA, CFP® is the President of Chladek Wealth Management, LLC, a fee-only financial planning and investment management firm specializing in helping families and couples who are not yet retired realize their financial goals. For more information, visit http://www.chladekwealth.com.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of John P. Chladek, MBA, CFP®, President, Chladek Wealth Management, LLC. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Investment Advisory services are offered by Chladek Wealth Management, LLC, a registered investment advisory firm in the State of Kansas. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Kansas or where otherwise legally permitted.