- Congratulations to Mrs. Serena Lester, June 2017
- Jim Trull Recognized as a Leading Financial Advisor by Commonwealth Financial Network®, May 2017
- Introducing Wealth Wise, A New Young Professional Financial Planning Platform, March 2017
- You're Invited to our 6th Annual Shred Event, Jan 2017
- Updated Article: 2017 Tax Planning, December 2016
- Jim Trull Featured on Eye on Healthcare Radio Program, November 2016
- New Videos Added to Web Site, August 2016
- Updated Article: 6 Critical Social Security Facts Every Retiree Should Know, June 2016
- Jim Trull Earns Certified Financial Transitionist® Designation, May 2016
CONGRATULATIONS TO MRS. SERENA LESTER, June 2017
Please join us in congratulating our Client Relationship Manager, Serena on her recent nuptials. Serena and Matt joined their hands in marriage last Saturday, June 17. Ms. Serena Bogaczyk is now Mrs. Serena Lester.
You will see her new name on our company materials. If you need to reach Serena, her email address is now firstname.lastname@example.org. If you happen to forget, her previous email will continue to forward to her new email for a period of time.
Congratulations to both Serena & Matt on a lifetime of happiness together.
Jim Trull achieved Commonwealth President's Club status for 2017. This distinction recognizes successful financial advisors based on a ranking of annual production among Commonwealth’s network of approximately 1,710 financial advisors. Commonwealth is the nation’s largest privately held independent broker/dealer–RIA and the broker/dealer of choice for Jim Trull. In earning this distinction, Jim Trull has qualified to join his peers at the Commonwealth President’s Club conference, May 16–21, 2017, at the Ojai Valley Inn & Spa, Ojai, California. The conference will offer attendees an array of educational opportunities geared toward discovering fresh perspectives and ideas for reaching new levels of success and service excellence.
Many of you already know Chris Walsh. He joined our firm in March 2010 and has over 10 years’ experience working in the financial industry. Chris became a CFP® in November 2012 and has been gradually transitioning to be an Associate Wealth Manager.
Having recently completed a yearlong mentoring program with Jim, Chris can now work with clients directly. He has created a special program within Keystone Financial Partners called Wealth Wise. Wealth Wise is designed to provide young professionals access to financial planning with flexible options. To learn more about this new program please visit www.wealthwiseplanning.com.
If you know of someone that does not meet Jim’s investment minimums but would still benefit from a financial planning relationship, perhaps your adult children or family friends, please let us know! Chris would be happy to contact them to discuss their situation and review the flexible options we have available to help them get started with their financial plan.
YOU'RE INVITED TO OUR 6TH ANNUAL SHRED EVENT, January 2017
With the 2016 tax season almost behind us, chances are you have accumulated a lot of documents that you need to get rid of. Don’t risk throwing those documents containing private information in the trash or burning up your own shredder. Bring them to our office to take advantage of our shredding service. We will have an extra-large bin to collect your documents that will be locked up until our shredding company comes to shred them later that day.
We’ll also be serving lunch from Danny’s Barbeque, including shredded pork, sliced turkey, beef brisket, along with sides, toppings and dessert. Stay and enjoy lunch or take a box to go.
Your friends and family members are also invited to take advantage of this free service! Bring them along to enjoy lunch too. As always, we are committed to protecting your privacy and providing you with helpful and convenient service!
When: Thursday, April 20, 11:30 am - 2:00 pm
Where: Our Office at 1255 Crescent Green, Site 440, Cary, NC
What to Bring: Any documents to be shred
RSVP to Tami Hollingsworth by Tuesday, April 18.
See the complete flyer here.
UPDATED ARTICLE: 2017 TAX PLANNING, December 2016
The simple word “taxes” can make people squirm as they think about all the details they need to address. But, with some forward-looking planning, managing your taxes doesn’t have to be as difficult as it can seem.
See the complete article here.
JIM TRULL FEATURED ON EYE ON HEALTHCARE RADIO PROGRAM, November 2016
Jim Trull was recently featured on Eye on Healthcare radio program, which aired Nov 12 on WPTF 680 AM.. Jim discussed key points from his "Fire Drill Financial Planning" presentation, including what a widow needs to do in the first year after a loved one passes and what you can do now to prepare yourself & your spouse for one day being "suddenly single".
Listen to the Replay Here >>
NEW VIDEOS ADDED TO WEB SITE, August 2016
We have just added a series of short educational videos to our web site. These videos cover important investing topics, often from an emotional perspective of investors, how our brains work and how we can take control of our actions. Have you ever wondered why diversification is so important? Could news headlines be derailing your sound investment strategy? Learn how the brain works during different market cycles and how that can impact our decisions and reasoning. A new video will be added each month covering a different topic.
UPDATED ARTICLE: 6 CRITICAL SOCIAL SECURITY FACTS EVERY RETIREE SHOULD KNOW, June 2016
Social Security provides an important source of guaranteed income for most Americans. Choosing the right claiming strategy is even more important under new Social Security regulations. The Social Security landscape changed dramatically in 2015 when Congress abolished several advanced claiming strategies that helped retirees increase lifetime income. The new rules make it more important than ever to make informed decisions when incorporating Social Security into your overall financial strategies.
We developed this special report to help investors learn more about Social Security benefits and how to maximize their lifetime income from Social Security.
See the complete article here.
You'll see a new set of letters behind Jim's name, CeFT®. In April 2016, Jim became a Certified Financial Transitionist® by completing a 24-month program designed to help him guide his clients through the financial and personal sides of major life transitions. He is part of a small, global network of advisors who are using processes developed by the Sudden Money® Institute (SMI). Jim attended monthly classes where he learned different aspects of Financial Transition Planning- tools for decision-making and protocols for comprehensive listening to help better serve his clients. Please join us in congratulating Jim on this latest accomplishment!
See the complete press release here.