Client Letter 2016
Dear Valued Client(s),
As we swing into fall and the leaves turn color, we reflect on CoreVision Financial Group’s ability to adapt in an ever changing world. We have seen tremendous growth over the past 2 years and with that growth, we have tackled a few challenges. Beau, Brent and Jason have continued to work hard to further their education in an ever increasing regulatory environment as well as obtain additional licensing. Beau attended LPL’s annual conference this year, where he was able to hear from industry leaders with regards to new investment strategies, client facing technologies, and best practices. For us, this information is pivotal as we continue to build toward a better tomorrow for you.
Jason and Jodi welcomed their second daughter, Claire, into the world back in February. For her health and that of all our staff and families, we are thankful. We also saw our team grow in 2016 by adding Robert Salazar as a Registered Administrative Associate. Although it was a short stint for Robert, he added great value to our practice by enhancing our efficiency in our investment research, as well as trading and rebalancing processes. In 2017, we plan to seek additional help to enrich our client experience from top to bottom.
Brent and Beau were both recognized as 5 star wealth managers** in Indianapolis monthly in both 2015 & 2016. This honor is attributed to the strong relationships we have with you, our clients. We cherish the opportunity to work with you each and every day, to establish a strong foundation of wealth that you and your family can rely on throughout your lives.
Finally, we are excited to announce our latest development as we are relocating to the AccelIN building within the Intelliplex Development near the new Major Hospital. We will specifically be located in the first building adjacent to I-74W currently occupied by Ivy Tech, Rose Hulman, & LifeShare Technologies among others. We shared with you for almost 2 years our vision of both offices combining into 1 location, and we were finally able to find the space to meet our needs. Effective October 3 we will be located at:
CoreVision Financial Group
2177 Intelliplex Drive
Suite #201
Shelbyville, IN 46176
*Note: All Phone, Fax [317-398-8201], Emails remain the same*
Please come by to check out our new space and please use this address for all future correspondence.
We hope the last quarter of the year is the best one for all of you and we look forward to talking soon. Furthermore as we continue to help folks with Investment and Insurance Planning, we encourage you to keep us in mind when talking to others who may be seeking answers to their financial questions.
**Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015 & 2016 Five Star Wealth Managers.
