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As we head into ’16 I want to personally thank each of you for coming with us and joining our firm during 2015. We added a new team member in Sakya Schuler who has proved to be an absolute star in helping us to elevate our client service experience at every level. Many thanks to all of you for your patience and trust in our team as we are truly grateful.

While we have come a long way in 8 months, there is a lot of room for improvement and our
promise to you is to get better. Therefore, I want to lay out what to expect from us in the coming
weeks.

Your feedback is crucial to ensuring we continue to improve and later this week we will be sending you a brief survey and ask that you please take a few minutes to provide your candid feedback on our team and our service.

We will also be reaching out to you to schedule a meeting in the new year. The primary purpose of this meeting will be a focus on organizing your financial life, ensuring everything is up to date and introducing you to the new tools we have available to make your life easier.

We’ll provide you a clear understanding of your existing insurance coverages as well as review
your beneficiaries. We’ll also review to ensure your family is adequately protected in the event of death or disability and better organize your financial life.

Together, let’s get the year off to a great start!
Gavin Gleason, President
 
 
 
 
Let's Get Organized! 
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2016 Key Numbers
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gavin@gleason-group.net    (502) 882-7300

The Gleason Group 9418 Norton Commons Blvd, Suite 100 Prospect, KY 40059

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