A Personal Note During the Holiday SeasonSubmitted by Farrall Wealth on December 14th, 2021
By Greg Farrall, PPC®, CWS®, CPFA®
Happy Holidays from our team at Farrall Wealth! This year has certainly had its ups and downs, but we are always grateful to have clients like you. We appreciate your trust in us and the opportunity to provide exceptional service. It is our goal to help you feel confident in your future and prepared for whatever comes your way. We hope you can ring in this holiday season with peace and joy, knowing that we’re here to watch over your finances.
Say Goodbye to 2021
As we give thanks and warm wishes and celebrate the start of the new year, it’s important to reflect on all that we’ve achieved this year. It wasn’t always easy, but we have weathered the storms and we are stronger for it! Rising inflation, supply chain constraints, and lingering COVID variants are still on the horizon, but let’s move on from 2021 and set our hopes high for 2022.
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.
Look Ahead to 2022
We hope you are excited for everything the new year will bring, and we encourage you to think about what you want 2022 to hold for you. The end of the year is a great time to set new goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries and create a vision for the coming year so that you can hit the ground running in January. Enjoy some well-deserved rest, enjoy the company of loved ones, and get excited for the new year!
Thank You for a Wonderful Year!
Everything our team at Farrall Wealth 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. If the pandemic has taught us anything, it’s that life and the markets are volatile. We understand that life changes can happen at any moment, and we want to encourage you to stay the course, follow your plan, and lean on us for advice, guidance, or simply a listening ear.
As we prepare to enter a new year, we look forward to continuing to help you pursue your financial goals in 2022. Here’s wishing you joy and laughter during the holiday season and a happy new year!
Giving Back & Moving Forward
If there is a charity that is near and dear to your heart, please let us know what it is, and in lieu of gifts, we will donate to a cause of your choice.
To check in on your financial plan before the end of the year and make sure your finances are prepared for a successful 2022 and beyond, reach out to us by calling our office at 219-246-2516, emailing firstname.lastname@example.org, or scheduling an appointment online. Be sure to visit our website to learn more and connect with us on LinkedIn, Facebook, Twitter, and YouTube.
Greg Farrall is CEO and owner of Farrall Wealth, an independent, boutique wealth management firm that is dedicated to helping women and business owners create customized financial plans that allow them to grow, protect, preserve, and distribute their wealth. Greg is known for being a trustworthy problem-solver who walks his clients through whatever life throws at them. He prioritizes building long-term relationships and is passionate about going the extra mile for his clients so they can pursue their goals and live the lives they want. Greg has a bachelor’s degree in international business from the University of Wollongong in Australia and a bachelor’s degree in finance and marketing from Indiana University Bloomington. He is a Professional Plan Consultant® (PPC®) and a Certified Wealth Strategist® (CWS®) professional. And he recently received his Certified Plan Fiduciary Advisor (CPFA®) designation. You can listen to him on his financial literacy and business topic podcast, Money Matters with Greg, on iTunes, Google and Spotify. He’s also on YouTube, Twitter, and Facebook at @FarrallWealth.
Greg is a pillar of his community and served as the 2013-14 co-chair for the United Way campaign, through which he helped raise $1.8 million for 38 nonprofit organizations across Porter County, Indiana. He also served as president of the Valparaiso Rotary Club. Currently, he is on the advisory board for the Kelley School of Business and Dean of Students’ board at Indiana University. He also holds a position on the Culver Academies parents’ board.
When he is not working, you can find Greg spending time with his family or investing in one of his many passions, which include cooking, Spartan races, fly fishing, and meditation. To learn more about Greg, connect with him on LinkedIn.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.