Happy Holidays & Happy New Year [Video]

Hello everybody, it’s been a while since Avi and I have met with you, but she wanted to make a Christmas video, and I thought that was a great idea.

Happy Holidays, Merry Christmas, Happy Hanukkah and a Happy New Year.

2020’s been really, really strange, but you know what? There have still been blessings within it.

One of the blessings is that we’re here. I’m here with my granddaughter and hopefully you’re here, or rather there, with your family as well. The year is just about over and we get to start again soon.

But every day is a blessing and we’re only given one day at a time. So we’re glad you’re here! We’re glad you made it through 2020.

Merry Christmas, Happy Holidays, Happy Hanukkah and we’ll see you in 2021!

It can’t get here soon enough.

At Medallion Financial Group, we believe financial planning is about Family. We have been helping families invest in the future since 1987 through a holistic planning approach. We recognize there are a variety of needs when it comes to retirement planning, plan rollovers, annuities, college planning, life insurance options, and investment management. It is easy to get lost in a sea of choices. Our financial advisors help with the basics and beyond to enable our clients to get the education, advice and management they need to retire with confidence.

Our focus is twofold: first and foremost, we are fiduciary advisors. We stand against any violation of laws, values, and ethics. Second, we treat our clients as part of our family, not only those who call Maryland and Georgia home, but clients across the US who have benefited from our reputation of personal service, integrity, and expertise.

We strive to exceed client’s expectations – because we have high expectations of ourselves.

post icon in Retirement by Dan Searles Dec 31, 2020