The holiday season is upon us, and the New Year (and decade!) is less than two weeks away. We at Klingenstein Fields Advisors (KF Advisors) hope the year has been good for you and your loved ones, and we wish you the best for 2020. We are honored and thankful for the trust you place in us as your wealth advisor.
We look forward to continuing to work with you for many years to come, striving to help you fulfill your goals and legacy. Please contact us with any end-of-year questions you may have or transactions you need to make. And please let us know of any plans for next year, or potential changes to your circumstances that may impact your wealth strategy. As always, we are here for you with information and guidance.