Hello Everyone,
 
Now that the tax season is behind us, don't make the mistake of ignoring your taxes for another 11 months. We've already met with some of you to go over your 2016 returns with a view towards minimizing your taxes for next year. This is one aspect of our integrated financial planning process, our Successful Retirement Solution. If you haven't taken advantage of this opportunity yet, please feel free to call us and arrange a review.
 
I am so looking forward to sunnier, warmer weather which will allow me and Ed to ride our bikes to work again. The ride is quite invigorating, so I get a great kick-start to my day at the office. My wife, Rose Mary and I also enjoy riding our bikes around Richmond when it gets warmer. We especially enjoy biking down to Steveston, where we would relax and grab some coffee or fish and chips. Maybe we'll bump into you there sometime.

This month's newsletter contains an article on Clarify Vision or goal setting, and another on Minimize Tax. Both are aspects of our Successful Retirement Solution, so hopefully they will provide some valuable pointers for you.

Thank you for your continued trust in us.

Sincerely,
Chad Ekren

Our Successful Retirement Solution is an integrated planning approach that we are offering to our valued clients. It has six steps that will help you:    
                        1. Clarify Vision
                        2. Preserve Wealth
                        3. Minimize Tax
                        4. Maximize Retirement
                        5. Optimize Investments
                        6. Design Legacy
We plan to touch on one or more of these steps at our future meetings with you. And we aim to provide educational resources that will detail and explain each step so that you will understand the importance of each one in our Successful Retirement Solution. Please feel free to contact us if you have any questions.