Grad Gifts

grad-cap

It’s Graduation time!

We all recognize the difficult and unprecedented time that we are in and how that is affecting all our graduates. Whether your loved one is graduating high school or college or finishing up their master’s degree, they are somehow being shortchanged in this rite of passage. We see huge window displays and yard signs and drive by parade’s hoping to honor the work and accomplishments our graduates have achieved.

If you are looking for a way to honor your grad, there is no better way then helping them set aside savings for their future. Call it retirement savings, call it a rainy-day fund, or just call it savings – there is no better example than now as to why we need to think toward our future and save. Additionally, creating a savings type that allows them to invest and grow those funds is even more impactful.

There are several options available to help you give this kind of thoughtful and forward-looking gift to your grad. Some of these include, brokerage savings accounts, gifts that transfer on death, or contributions to Roth IRA accounts if your grad is currently working. Contact us today to explore and customize your gift to fit the needs of both you and your graduate.

Lastly –
CONGRATULATIONS TO THE CLASSES OF 2020! WHETHER YOU ARE ABLE TO WALK AT YOUR COMMENCEMENT TO ACKNOWLEDGE YOUR ACCOMPLISHMENTS OR NOT, KNOW THAT WE ALL RECOGNIZE YOUR HARDWORK AND WISH YOU THE BEST FUTURE!

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Tuesday, 22 September 2020

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Due to renewed State orders for shelter-in-place we will be modifying our office operations. We will be suspending services at our physical office for the public. However, we are available to you via web meeting (zoom), email and telephone (Phone lines have been forwarded to our personal cell phones) during regular business hours. We will be able to fully service all your investment needs with no interruption.

You may drop contribution checks at our office through the mail slot or they may be mailed directly to TD Ameritrade (address listed below). Please be sure to notate your account number on the check.

TD Ameritrade
PO BOX 650567
Dallas, TX 75265-0567

Rest assured that we will continue to monitor your investments and market conditions on an ongoing basis with no interruption. Should you have any questions or concerns please feel free to contact us.

We will navigate this crisis as best we can, coming together and making shared sacrifices. We hope that we can help to slow down the effect of this virus together and solve this swiftly. We also wish everyone well and would like to extend our gratitude for your patience during these trying times. Continue to watch for updates from us.