The Foundation of Abundance
“Acknowledging the good that you already have in your life is the foundation for all abundance.” – Eckhart Tolle
At PDS Planning, we have the privilege each day to come to work, surrounded by good people dedicated to serving our wonderful clients. While we will not pretend the past 18 months have not come with challenges, we have brought from them a renewed appreciation for those everyday moments that once may have been deemed mundane or routine.
It is with a sense of gratitude we celebrate the everyday gifts we have. But more than just acknowledging our gratitude, we feel it is important to share it with all of our clients, partners, and members of the PDS team for whom we are so thankful.
To our clients, your trust in our team is our most valuable asset. Thank you.
We understand that every financial decision has a personal impact—on your future, your family, and your legacy. We are here to help you navigate complex emotional situations with rational, reasoned, and empathetic advice. Rather than simply providing options or strategies, we help you choose the right next step for your financial future. And as a flat, fixed fee advisor, our recommendations will never be influenced by anything other than serving your best interests.
To our partners, we value you and the input you provide. We consider many options when helping our clients build their unique financial plans. The data and knowledge available within the industry help us to deliver financial plans for our clients that meet their specific financial goals and accomplish their vision for the future.
Last but certainly not least, to the members of the PDS team – we simply are who we are because of your dedication to our clients. We are proud to be led by a team of forward-thinking leaders who value creating a space that is comfortable, relaxing and filled with people who care about one another at work and beyond.
With one of the most transparent fee structures in the industry already and incredibly talented people in place, we will continue to set forth each day to serve our clients in the strongest way possible. More than anything, we will continue to serve our clients with an abundance of gratitude.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment, strategy, or product or any non-investment related content, made reference to directly or indirectly in this newsletter, will be suitable for your individual situation, or prove successful. This material is distributed by PDS Planning, Inc. and is for information purposes only. Although information has been obtained from and is based upon sources PDS Planning believes to be reliable, we do not guarantee its accuracy. It is provided with the understanding that no fiduciary relationship exists because of this report. Opinions expressed in this report are not necessarily the opinions of PDS Planning and are subject to change without notice. PDS Planning assumes no liability for the interpretation or use of this report. Consultation with a qualified investment advisor is recommended prior to executing any investment strategy. No portion of this publication should be construed as legal or accounting advice. If you are a client of PDS Planning, please remember to contact PDS Planning, Inc., in writing, if there are any changes in your personal/financial situation or investment objectives. All rights reserved.