From the Desk of Dale Crossley and Evan Shear

On behalf of our entire team, we would like to extend our sincerest gratitude to everyone who attended our 25th anniversary gala event. Our anniversary celebration at the Kennedy Space Center was a night to remember, and we hope that you enjoyed the event as much as we did. It was an absolute pleasure to celebrate such a significant milestone in our company's history with all of you. Seeing so many of our clients and their families come together to celebrate with us was such a joy.

As we reflect on the past 25 years, we are reminded of all the challenges we have faced and the successes we have achieved. We are grateful for the trust you place in us and truly appreciate the opportunity to work with such wonderful clients.  Seeing your success has been one of the most rewarding experiences for us as financial planners.

As we look to the future, we are excited about the opportunities that lie ahead. Our commitment to providing exceptional financial planning services remains unwavering. We will continue to evolve our services to meet the changing needs of our clients and provide the customized financial plans our clients depend on. 

We would also like to take this opportunity to thank our staff for their hard work and dedication to our company. Without their commitment, we would not be where we are today. We appreciate their contributions to our success.

Once again, we want to thank you, our clients, for entrusting us with your financial planning needs. Your continued support and referrals are what drive our business forward. We are honored to be a part of your financial journey and will always strive to exceed your expectations.

We look forward to many more years of working together and achieving financial success.

If you would like to view and download photos from the event, please visit

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There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. All opinions are as of this date and are subject to change without notice. Past performance is not a guarantee of future results.

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