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5 Reasons Why We’re Thankful for Our Clients this Holiday Season

“In these unprecedented times…”

It’s a phrase you’ve probably heard a lot in 2020, and it’s probably one you would be satisfied never hearing again, right? We get it. And, we feel your pain.

However, in spite of perhaps one of the most challenging and interesting years of most of our lives (collectively), we’re choosing to enter the holiday season with a genuine attitude of gratitude. It’s fascinating how difficult times can draw us toward humility and the need for remembering what’s most important in life. That’s why we’re intentionally choosing to pause and count our blessings in a much different way this year. Here are a few of the many reasons why we’re thankful for our clients this holiday season.   

1. We feel like we’re a part of your family.

At Southwestern Investment Group, family is important—from encouraging our team members to put their families first to the unique corporate family of companies, we’re a part of to putting you and your family’s best interests front and center. Through open communication, transparency, and strategic collaboration with our clients, our success comes from helping you achieve yours. Thus, a feeling of family is a natural result of our business model, and we never take it for granted. 

2. You trust our guidance for your wealth planning needs.

One of our core values is to “earn trust, don’t expect it.” We build our relationships through trust. And, it’s that trust that makes our professional relationships continue to grow. It’s in truly getting to know you that we’re able to help you plan your financial life and build wealth in ways that make sense for you and your specific needs. Because of your proven trust in us to serve you in your pursuit of financial independence, we are able to build even more client relationships and serve others in the same way. For this, we are truly grateful!

3. You inspire us with your spirit of giving.

Another one of our core values is making time for the community, and you’ll find that our wealth teams deeply care about the communities we serve. Within these communities, we witness our clients expressing care and concern through multiple charitable giving opportunities and even socially responsible investing. Since charitable giving is a big part of our constant care for your financial plan, we are beyond thankful when we see clients develop a passion for it. It’s truly an honor to help you give to charity efficiently and advantageously.

4. You are loyal.

We operate on a belief that has remained the same since we started our company in 2002: As long as we do what is right for you, your relationship with us will continue, and the word will spread. You remind us daily why this is important, as many of our clients have worked with us for almost two decades now. Beyond continuing to work with us, you tell others about us. For that, we are humbled and grateful.

5. You give us the opportunity to make a difference.

Everyone wants to wake up each day excited to go to work and, ultimately, to make a difference in the lives of those we serve. As our goal is to help our clients with long-term financial solutions, it is most rewarding to work with clients who give us that opportunity to make long-term impacts. From putting your money to work for you to helping you ease the burden of planning for major life events to helping you build a legacy, you allow us to experience the fulfillment and joy that comes with knowing that we’re making a difference in your life.

Feeling Extra Grateful This Holiday Season, Too?

If you’ve also been blessed during the ups and downs of 2020 and are looking for ways to pay it forward through acts of charitable giving and more, our team is here to help guide you in those efforts. Contact us today to schedule a consultation.

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