I'M BACK
After three beautiful months in AZ, I have finally returned to Stillwater, MN. What a wonderful opportunity. Thought I would share a brief update. So. As I mentioned in previous messages, there were three primary reasons why I made the decision to travel out west for a few months. First, we have many clients there. Second, our home office, United Planners, is also there. And third, me time. I am happy to report that all were successful and I’m eternally grateful. The Bronco earned its dusty keep, and also a cracked windshield, but it’s all good. Lol.
For all our clients who either live or traveled to AZ this past quarter, thank you for your time and hospitality. We had some serious food, wonderful conversation, and I was able to see parts of the area I probably would not have found on my own. (The Tucson art and gem show, Barrett Jackson car auction, and the Instrument Museum to name a few). I’m blessed for you allowing me to share in part of your lives and families. Plus, I also stumbled upon Taliesin West, Frank Lloyd Wright’s unbelievable masterpiece, The Verde Canyon Railroad, and the Tuzigoot National Monument.
Also, a very special thanks to the United Planners home office team for continuing to offer genuine leadership, friendship, and true interest in not only our firm, but you, our wonderful clients. Our relationship is strong. I also learned what it is like to hang out on the 16th hole at the Waste Management Open with 500,000 other fans. Sheesh.
I came out west to refresh, renew, and hike some trails and mountains. From Sedona to Tucson, and everywhere in between, I was fortunate to see some of the most beautiful places on this earth. Soldiers pass, Devils Bridge, Pinnacle peak, and Superstition Mountain are all settings I revere, and am grateful to spend time with them. As a matter of fact, I finally got to see a large group of Javelina’s when I was at a park. (If you don’t know what they are, look them up. They’re very interesting, and definitely think they own the place, everywhere they go.)
Finally, I want to thank our office staff for allowing the opportunity and supporting me in my efforts. Things went awesome, and this makes me very happy!
Til next time, enjoy a few photos from my journey.
All my best!
Investing involves risk. No investment strategy can guarantee positive results. Loss, including loss of principal, may occur. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Keep in mind that current and historical facts may not be indicative of future results. Diversification is an investment strategy that can help manage risk within a portfolio, but it does not guarantee profits or protect against loss in declining markets.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. (C) Twenty Over Ten
