From the Desk of Dale Crossley and Evan Shear 

We hope your 2025 is off to a great start! To kick off the year on the right foot, we’re diving into key topics like annual reviews, estate planning, effective communication, and a few fun health tips on what else – the benefits of dancing! After all, we firmly believe that financial health and your emotional and physical health are interconnected. Financial freedom reduces stress, and good overall health promotes longevity so you can enjoy a long, happy retirement!

CrossleyShear Annual Reviews

An annual review with our clients is required to help you look deeper at your current investment portfolio. The review process will guide you through ensuring that your portfolio aligns with your investment goals. It will also help you consider your desired risk levels and any recent life changes that might have affected those objectives in the last year. Your participation is essential so we can understand your evolving financial needs and continue to provide you with the highest degree of service and support.

Please don't hesitate to contact us or schedule your review meeting here at your earliest convenience.

A Fresh Start—Is Your Estate Plan Up to Date?

The new year is also a great time to update your estate plan. Estate planning addresses the distribution of assets to key beneficiaries in the event of your demise. Of course, a person's assets and the needs of their beneficiaries often change over time. Keeping your estate plan up-to-date and keeping your beneficiaries informed is essential.

Make sure your named beneficiaries are up to date on the details of your estate plan, update your assets, and adapt your plan to your family's evolving needs.

Reminder: Compliance-Approved Texting Available – But Not for Financial Orders

As a reminder, we have compliance-approved numbers for texting, making it easier to stay in touch with your advisor. However, for security and regulatory reasons, financial orders cannot be accepted via text, email, or voicemail.

Orders can only be placed in person or over the phone.

Please continue using the designated compliance-approved numbers below for texting:

Dale Crossley Private Wealth Advisor | Branch Manager, RJFS: 321.455.0440

Evan Shear CERTIFIED FINANCIAL PLANNER® | Branch Manager, RJFS: 407.638.8675

Catalina Mejia-Hensel Financial Advisor: 321.340.6700

Shaun Jones Financial Advisor: 321.359.7709

We appreciate your cooperation in keeping our communications secure and compliant!

Dance Your Way to a Healthier, Happier 2025

If you want 2025 to be even better than 2024, prioritizing your health is a great place to start. When you feel your best, you have more energy, focus, and clarity to enjoy and optimize the year ahead. One simple yet powerful way to enhance both your physical and mental well-being? Dancing.

Dancing is a fun and effective way to boost cardiovascular health, improve flexibility, and even enhance the quality of your sleep. Studies show that dancing helps reduce stress, elevate mood, and promote deeper, more restorative rest by releasing endorphins and lowering cortisol levels. Just a few minutes of movement each day can help you feel more refreshed, energized, and ready to take on new challenges.

At CrossleyShear, we believe in overall wellness—financial, physical, and emotional. Just as small, consistent steps can improve your health, they also lead to financial confidence and well-being. Whether you're dancing to relieve stress or setting financial goals for the future, simple, sustainable actions can help you create a more balanced and fulfilling life.

If financial stress keeps you up at night, we’re here to help you develop a strategy that allows you to focus on what matters most—your well-being and the life you’ve built. Let’s make 2025 a great year together—one step (or dance) at a time!

 

Any opinions are those of CrossleyShear Wealth Management and not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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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