As we reflect on this past year, we are sincerely grateful for all that we have experienced. 2016 brought with it a variety of events and circumstances that have provided many memorable times, new opportunities, fresh beginnings and exciting growth. It was also a year in which we as a nation, as well as individually, experienced extreme challenges, sadness, uncertainty, division, tragedy, loss and heartache. Through it all, we have continued to witness the power of God’s goodness, which is quite often displayed through the generosity and caring of His people. We are so fortunate to have a front row seat to witness His work as we walk alongside each of you and your families. Please know that we rejoice with you during the good times, and are here for you during the difficult ones.
This past Fall was especially exciting as we celebrated a significant milestone. On November 9th, LifeGuide became an independent SEC-Registered Investment Advisor (RIA). We feel that becoming an RIA positions us well to serve you in the way that you have come to expect for the years ahead. We want to thank all of our investment clients for their patience (and diligence in returning your paperwork!) during this process. We are happy to report that the transition went very smoothly and is almost complete. To cap off this project and to show our appreciation, we hosted two “Extravaganzas” for our investment clients. Over 300 people joined us for these wonderful evenings!
During these events, each client was given a commemorative LifeGuide coin to mark the occasion and serve as a reminder of two important thoughts. “The Globe” side of the coin is engraved with Psalms 24:1, which reminds us that “The earth is the Lord’s and all that is in it; the world, and all who live in it.” We feel this truth provides invaluable perspective and wisdom as we think about how we view and manage the resources with which we have been entrusted. “The LifeGuide” side of the coin was designed to be a reminder to you that we, your LifeGuides, are here, walking alongside of you as co-stewards. Remember – YOU HAVE PEOPLE! We are here to help answer your questions and provide guidance for life’s most important decisions. We ordered enough for all LifeGuide clients. If you were unable to join us at one of these events, please ask for your LifeGuide coin at your next review. It is our desire to help you realize the peace, freedom and impact that God desires for you.
Speaking of impact, we are excited for YEAR THREE of LifeGuide’s “Share the Blessing” Campaign! We again sent invitations to a cross section of our clients in hopes of blessing our local communities in a very personal way. We are also very excited to report that LifeGuide’s Kingdom Builder Fund (which is funded through a percentage of the firm’s proceeds) has been able to contribute over $56,000 to more than 70 Kingdom-focused charities during the past three years! Thank you for your continued patronage. It is only through your trust and business that we are able to partner with these wonderful organizations in such a significant way.
Please join us in trying to be intentional about extending an unusual measure of grace and generosity throughout this upcoming year to those who come across our paths.
We are truly grateful to serve as your advisors. Don’t ever hesitate to contact us with questions, concerns or just to check in… Remember – “YOU’VE GOT PEOPLE!”