By Lee Sherbakoff, CPA/PFS, CFP®, RICP®
It’s been a wild ride, but we have finally arrived at the holidays. Our team at The Nalls Sherbakoff Group would like to take this opportunity to wish you and yours a happy holiday and a refreshing new year! The holiday season, your treasured traditions, and pretty much everything about this time of year may look different in 2020, but we believe there is still cause to celebrate.
Look for the Good
Most of us are probably glad to see this year go, but hardship can also bring opportunities to grow, adapt, and reprioritize what’s most important to you. Were you able to cut your commute out of the equation and have more time to spend with your family? Did you reconnect with friends virtually? Did you start new traditions and make unexpected memories? Life is challenging right now, but reflect on all that this year has brought and go into 2021 focusing on the good things that have come from every victory and trial.
It can be hard to look forward to a new year with so much uncertainty still on the horizon. Let’s just say that new year’s resolutions will likely look very different this year! Regardless, think about what you want 2021 to hold for you. The end of the year is an opportune time to adjust your goals, dream about the future, and find renewed motivation. Use this season to recharge your batteries, get some well-deserved rest, and develop a vision for the coming year that isn’t based on external circumstances.
Thank You for a Wonderful Year!
Everything our team at The Nalls Sherbakoff Group 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 are especially thankful for the many new clients that joined our firm’s family this year, and for our long-term clients who held steady during this tumultuous year, trusting their financial plan and not panicking or making unwise choices when tempted to! With 2020 soon behind us, we hold on to our optimism and faith in the U.S. economy and world-wide markets to reward the patient, long-term investor.
We hope that in serving you we have provided your family comfort in knowing we are here to help whenever you have questions or concerns. We understand that life changes can happen at any moment, and we want you to rest easy knowing that when you need advice, guidance, or simply someone who will listen, we’re here for you.
Even though we continue to work remotely until it is safe to be face-to-face again, we are thankful we can still serve you and be a support. Hopefully, a vaccine will make in-person meetings possible sooner rather than later!
As we prepare to enter a new year, we look forward to continuing to help you achieve your financial goals in 2021. Here’s wishing you joy and laughter during the holiday season and a happy new year!
To check in on your financial plan before the end of the year and make sure your finances are prepared for 2021, don’t hesitate to reach out to us at (865) 691-0898 or contact us online. We look forward to hearing from you!
Lee Sherbakoff is principal and financial advisor with The Nalls Sherbakoff Group, LLC, an independent, fee-only financial planning and investment management firm. He specializes in serving pre-retirees and retirees, helping them create and execute financial plans and retirement income plans that lead to sustainable long-term, real-life returns that meet their deepest and most important financial goals and objectives. Lee has a Bachelor of Science in Finance from The University of Tennessee and a Master of Strategic Studies from the U.S. Army War College as well as the Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner™ (CFP®), and Retirement Income Certified Professional (RICP®) credentials. Lee spent over 31 years in the U.S. Army Reserves, including serving at the Army’s highest levels on the Department of Army staff at the Pentagon and being deployed in support of Operation Desert Storm (1991) and Operation Iraqi Freedom (2008-2009). When he’s not loyally serving his clients, Lee enjoys giving back to the community and to his profession, acting as a council member of the Tennessee Society of CPAs and a member of the American Institute of CPAs. In addition, he is past President of the Knoxville Chapter of Tennessee Society of CPAs and past President of the East Tennessee chapter of the Financial Planning Association. To learn more about Lee, connect with him on LinkedIn.
DISCLOSURES: The information provided is for general informational purposes only and should not be considered an individualized recommendation of any particular security, strategy or investment product, and should not be construed as investment, legal, or tax advice. The Nalls Sherbakoff Group, LLC makes no warranties with regard to the information or results obtained by third parties and its use and disclaim any liability arising out of, or reliance on the information. These indexes reflect investments for a limited period of time and do not reflect performance in different economic or market cycles and are not intended to reflect the actual outcomes of any client of The Nalls Sherbakoff Group, LLC. Past performance does not guarantee future results.