By: Mark Thatcher, CRPC®
With the holiday season in full swing, our team at Cypress Wealth Services would like to take this opportunity to wish you and yours a happy holiday and a wonderful new year! We are grateful to have clients like you, and we appreciate your trust in us to provide exceptional services that help you experience confidence in your future and focus on your passions, knowing that we’re here to watch over your finances.
What a wonderful and busy year this has been! From political drama to a roller-coaster market, 2019 has had its ups and downs. Whether or not you are glad to see this year go, take time to reflect on all that it has brought and the good things that have come from every victory and trial.
We hope that you are excited about all that a new year brings, and we encourage you to think about what you want 2020 to hold for you. The end of the year is an opportune time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and get a vision for the coming year so that you can hit the ground running in January. Enjoy some well-deserved rest and get excited for the new year!
Everything our team at Cypress Wealth Services achieves as a firm is all due to you. Your loyalty brings new clients to our doors, and your trust helps us build strong relationships that last a lifetime. We hope that in serving you we have provided your family comfort in knowing that we are here to help whenever you have questions or concerns. We understand how life changes can happen at any moment, and we want you to rest easy, knowing that when you need advice, guidance, or simply someone who will listen, we’re here for you.
As we prepare to enter a new year, we look forward to continuing to help you achieve your financial goals in 2020. Here’s wishing you joy and laughter during the holiday season, a happy new year, and a prosperous 2020!
To find out more about how we can help you prepare for your ideal financial future, contact one of our offices today. We look forward to hearing from you!
Cypress Wealth Services is an independent RIA firm providing financial planning and investment management to high net worth individuals, families, business owners, and institutions. Cypress Wealth Services comprises professionals with diverse backgrounds and extensive experience and qualifications. Cypress Wealth Services is uniquely qualified to serve a broad range of client needs, and their experience and expertise act as a foundation for their client service process. The firm uses The Second Growth, which focuses on efficiently protecting, growing, and transferring to their loved ones the wealth and legacy a person has already built. With offices in Palm Desert, CA, Tustin, CA, and Anchorage, AK, the firm serves clients across the country in Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning, and more. For more information, visit www.CypressWS.com or call 760.834.7250.