Dec 15, 2014
Dear Sir or Madam,
As the holidays approach and 2014 draws to a close, I want to thank you for your business over the last year. I hope that it has been a good year for you and your loved ones!
Over the last few years I started to realize that I could not work forever. As much as I love what I do, there comes that time when we all must start looking to the future. With this in mind, I began to seek a group of professionals that will allow me to care and protect my clients while providing for my future also!
It is with much excitement that I am pleased to announce that effective January 1, 2015; I will be merging my practice with the Cain Advisory Group and Brian A. Cain, Esq. I am thrilled about this merger as it will ultimately provide you, my loyal clients, with a greater array of comprehensive tax and financial planning solutions. However, and most importantly, the Cain Advisory Group share my same core beliefs.
This transition will allow for me to join a team of professionals that will enhance your experience.
I will continue to conduct our tax meetings and prepare the returns.
If you would like to learn more about Brian A. Cain and the Cain Advisory Group, please read more about them on this website or call and we can schedule a time to provide an introduction.