2010 Recap and Thank You!

I can’t believe it, but it’s been over 6 six years since I left the teaching profession.  Although I loved teaching junior high – yes, it’s true, I did love teaching at the junior high level – and although I do miss it from time-to-time, I love what I am doing now, and I am grateful for the many wonderful clients who trust me with their finances.  English teachers – that wasn’t a run-on sentence was it? 

Many of you know that in my first year of teaching back in 1999 Brandy and I got engaged and we were married the following year in 2000.

Many of you also know that I was frustrated in those first couple of years trying to plan our retirement and trying to make the right financial decisions for our future.  I was frustrated with the lack of advice that teachers had available to them.  I was frustrated that I couldn’t find anyone that I trusted to help us.

I remember asking several teachers about who they used for 403(b) advice.  Every single teacher I asked mentioned a different name, and said something like, “but, I haven’t seen them since I signed up with them for my 403(b).”  I thought are you kidding me?

To add to my frustrations, I had a very bad personal experience with a tax preparer back in 2002.

It was about this time that I realized teachers deserve better.  Teachers deserve to have someone who focuses on their needs and their unique qualities and financial circumstances.

Teachers need someone who they can trust assisting them with their taxes, 403(b), finances, and life insurance needs.

It is now my goal to be the tax and financial advisor that I was looking for when I started teaching! 

My goal is to educate everyone on how to make safe, smart, money decisions.

Can I help people who aren’t teachers?  Absolutely!  And I am lucky to have such great clients who refer their family and friends to me each year.  I know they understand that although most of my literature has the word teachers in it, that I work hard to understand everyone’s unique financial needs.

So, to sum it all up, thank you!  Thank you to all my clients who trust me with their tax and financial needs.  Thank you to all my clients who refer their fellow teachers, and their family and friends to me each year.

My goal in 2011 is to serve all of you better.  If you have any suggestions or thoughts on how I can better assist you, please feel free to comment below or email me anytime.

May 2011 Be Your Best Year Yet!
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PS.  Two of my clients have done some pretty cool things.  Mr. Keuilian who I used to teach with wrote a book titled I Love You Mr. K.  I encourage you to check it out.  His book does a great job of diving into the heart of how many teachers feel.

Also, Jeff Ricupito over at Orange High in OUSD has created Edu-Kits.  Edu-kits are designed to provide all of the necessary tools and resources to help all students achieve academic success.  Check it out!