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Client Newsletter 4Q18

Letter from the President:
Empowering You to Live with Purpose
Petr Burunov

President/Financial Planner

 

Dear Ambassador Family,

Summer is over and our head is in the game!

  1. Website:

    We sent you an email in the middle of August announcing the official launch of our new website and resource center. As you know, we were able to go live over a month early from what we previously told you.

    This project had been our top priority all year. You and our professional colleagues expressed a desire for content and resources that are directly related to the situations our clients and their clients are dealing with every day. We heard this request and delivered.

    Our resource center is full of blogs and white papers that we wrote based on our conversations with you. Here are four white papers you can quickly access from our website’s home page:

    We are continuing to produce content that will be a valuable resource for you and your loved ones to live your lives with purpose. Please share these articles with anyone who might find this information to be helpful.

  2. Tour:

    We would also like to give a formal tour of our new website through a series of emails. I want to make sure you fully understand this resource outlet and know where to access any information you may need.

    I encourage you to read these emails and familiarize yourself with our website. This is where we have our menu of services, our process, along with information to help you understand what it really means to work with a Fiduciary Advisor.

  3. Our Trademark:

    In my last couple of letters, I have been introducing the concept of the Family Barometer number. Our team is working on producing a white paper that explains what this number is and how you can maximize your financial planning services here at AWM. It helps our team here at Ambassador and you to understand the complexities surrounding your financial situation.  This also helps us to strategically advise you as we work together to reach your goals.

  4. Technology Advancements:

    Technology is constantly changing, and we are keeping up. We have had to manually fill out every single form in order to gather the proper information we need from you. This process not only increases the number of times we transfer information, it also highly increases the chances of copying the information incorrectly.

    In order to protect your information and security, we are taking every measure we can to ensure we confidentially handle all of your private and personal information.

    Later this quarter, we will begin to make things easier for you. We are transitioning to a new, secure, electronic system and away from paper. This new system ultimately will allow us to give you timely, pertinent advice based on the current information you submit. This will allow you to verify, change, or add information seamlessly and correctly. The less mistakes made, the better our service can be for you.

  5. Approaching the New Year:

    On December 22, 2017, the most sweeping tax legislation since the Tax Reform Act of 1986 was signed into law. The Tax Cuts and Jobs Act (TCJA) implemented some positive and negative changes. To better understand some of these changes, I encourage you to read our tax guide, which can be downloaded from our resource center.

    If you have any questions or concerns about the implications of this new tax code, please don’t hesitate to reach out to us. You could retain us to do planning work to make sure you take full advantage of the new tax laws and prevent paying more than you need to.

 

2018 has been full of changes in the tax code, market, fiduciary landscape, the Ambassador firm, and much more. Our goal is to empower you to make better financial decisions as we approach 2019 whether you are focusing on tax, estate, or retirement strategies. In order to do that, we want to be proactive in learning about you and the changes in your life. Starting this quarter, we will ask you to review all your information we have, make any necessary changes, and prioritize your goals. By gathering information before our in-person meetings, our time together will be more productive and centered around what’s most important: helping you navigate your life with purpose.

 

Sincerely,

 

Petr Burunov

President / Financial Planner

 

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