In the Godfather movie there was a line that you may remember. It went…
“It’s nothing personal, it’s just business.”

In OUR business, however, it’s ALWAYS . . . VERY PERSONAL!

Allow me to explain.

Alice Cohen was a client of mine. She died May 5, 2010. I first met Alice 15 years ago when she was referred to me by a physician who worked with her at a large medical clinic. From that day, throughout the many years she frequented our office she spread her sunshine, warmth and positive spirit. She blessed us with her trust and we did our best to give her guidance through the ups and downs of financial markets. Through her long struggle with failing health she continued to inspire us and we did our best to make sure her wishes and objectives were met. Her passing was a reminder to me how personal this business truly is. It reminded me how fleeting our life, our relationships and our businesses may be. WE ARE BLESSED WITH THE LIVES OF MANY CLIENTS, WHO, LIKE ALICE TRUST US WITH THEIR VERY PERSONAL GOALS, STRUGGLES, TRIUMPHS AND HOPES.



This artwork has great significance to me. You’ll see it hanging in our office.

It is the work of Don Marco, world famous color crayon artist. It is titled “Our Journey”. This piece was selected by Don’s wife Alice Cohen to be on the cover of her funeral bulletin. Its meaning is obvious to me and, likely obvious to anyone lucky enough to have significant people in their life to share “The Journey.”

It serves as a metaphor to me when I think of our business responsibility to you, our clients. We want to sail with you, in good times and in bad, in easy breezes and in the storms. We want to provide preparation, guidance and experience and support as we sail together toward the outcomes you desire. It’s a privilege for us, we take it seriously…this is our mission… it’s not just business…it’s personal!!

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