Broker Check

Thank You

May 15th, 2016

Dear Clients & Friends:

We are fast approaching the end of our first full year since making the transition to being 100% independent, in both insurance and broker-dealer affiliations. This move allowed us to answer a core value, We don’t work for anyone but YOU, while also greatly expanding the array of insurance and financial tools available to you. As you know, our main focus is holistic planning, making sure all of the pieces of your planning puzzle fit together perfectly. We feel that having the best and most competitive financial tools to accomplish this, is integral to our shared success going forward.

As we continue to seek to better serve you, our practice will continue to adapt, change, and evolve. Some of the changes to better serve you over the past year include:

  •  Social Media Presence for Education & Information
  •  Website & Mobile Access Development-
  •  Electronic Risk & Portfolio Assessments
  •  Implementation of an industry leading financial planning software
  •  Screen Sharing & Video Conferencing capabilities for virtual meetings
  •  Currently interviewing for additional support staff to accommodate growth

 It has been a most incredible year, and we extend our sincere thanks for the role each of you played in our success. Thank you for your continued loyalty, support, and the tremendous influx of referrals you have sent our way this past year. Referrals are the biggest compliment we can receive, as it shows you have confidence in both our desire, and capacity, to help someone you care about. We thank you for that, and are looking forward to another great year together!

 With Sincere Thanks,


 Shawn A. Manuel, Investment Advisor Representative, CLTC

Schedule time with Shawn