Monday, October 1, 2018
June Jasper
151 South Parham Road
Bronson, MI 49028
Dear June,
There are good things that can happen in stages over our professional careers. A little over a year ago, the decision to become an Independent Financial Advisor was achieved. This transition allows for a broader selection of investment choices, flexible fees and the ability to purse, talk and focus on your unique goals and objectives.
The transition involved two internal components. One was having LPL Financial handle the custodial and trading relationship. The other was in the office, administrative and investment advisory platform. The firm selected for this role was Good Life Advisors LLC, a Registered Investment Advisor firm.
In the last year, our success creates a need to grow and expand further. Adding on new staff, getting a larger office, and developing a team of advisors, planners and local administration staff. This presented an opportunity to establish our own specific brand, which encompasses the values our clients and we hold precious. We are honored to support the great communities in which we live.
Fireside Financial Partners will be our new identity starting the summer of 2016 and beyond. We are still using Good Life Advisors LLC and LPL Financial just as we have since our Independence Day. You will see some upcoming changes to business cards, letterhead, and marketing. This WILL NOT alter your accounts, holdings, statements, or cause any material changes to how we conduct business together.
We look forward to the first of many fireside chats with you and continuing our journey together.
Here are a few updated changes:
New Office Address:
352 12th St.
Suite 12
Plainwell, MI 49080
New Office Phone Numbers:
Phone # 269-685-5000
Fax # 269-685-5017
New Staff:
Jean Harshberger-Operations Manager
Donald (Don) Weyenberg-CRPC®-Relationship Manager
Thomas (Tom) Pressey-CRPS®-Financial Consultant/President
Thank you for assisting us in creating a firm that is focused on you.
Sincerely,
Tom Pressey-CRPS®
Financial Consultant/President
Securities are offered through LPL Financial, member FINRA/SIPC.
Investment advice offered through Good Life Advisors, LLC., aregistered investment advisor.
Fireside Financial Partners and Good Life Advisors LLC are separate entities from LPL Financial.