Dear Clients,

Thank you for being terrific clients. It’s been a blessing to be your advisor and I’m excited to continue our work.

I’m also really excited for this transition for my practice. Making this move should be a tremendous improvement on many things—specifically the ability to service you and your accounts more efficiently (e.g. new and better platforms to do what we’re already doing) and more effectively (e.g. other areas to add value we haven’t explored before)

I want to address something right way. My website makes it clear I’m wanting to work with real estate investment clients. That’s true. But that is a niche I have interest and a background in. I am not abandoning the traditional financial planning work we’ve been doing together for the past several years. I’m merely improving and enhancing my offering to clients and incorporating an asset I think provides great value as a piece of an overall plan for those clients who want to own real estate.

To conclude, I hope you will join me in this effort as I improve my practice and I hope you’re consistently impressed as I seek to deliver better value to you as my clients.

Stay well—stay free.

Drew Alders, CFP®