FROM THE DESK OF ANDRÉS

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Thank you for a fantastic 2016!

Thank you for a fantastic 2016!

We had a great 2016. Some of our highlights included: Proudly supporting Kate’s Club (empowering kids who have lost a parent or sibling) Adding Facebook, Twitter and LinkedIn pages as new ways to connect with us Adding Skype video conferencing as another way for us to...

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Thank you for a fantastic 2016!

Theresa’s Lemon Bars

When I’m not drawing or painting, I dabble some in gardening.  I have a Meyer lemon tree that I’ve managed to keep alive, and its lemons are just ripening.

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Thank you for a fantastic 2016!

My Take on the Presidential Election

I decided to wait until today to comment on the elections because, as is the case with most big world events, investment markets tend to get crazy and overreact the first few hours and days after an event and then stabilize. That is exactly what we got in the span of...

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Thank you for a fantastic 2016!

E2E Financial proudly supports Ian’s Friends Foundation

We are proud to support the funding of pediatric brain tumor research with Ian’s Friends Foundation. (IFF) E2E was proud to fund Australian Labradoodles puppy auction spots from Skyedoodles which helped raise over $13,000 for IFF at this year’s Evening of Inspiration...

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Thank you for a fantastic 2016!

Video conferencing in the works

Hope you are having a great start to your week. We are excited to share that we are adding video conferencing as another way to work with you! This option will be rolling out starting in October. We always love to see you in person and simply add this as an additional...

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Thank you for a fantastic 2016!

Happy anniversary to… us!! & we have YOU to thank!!

On Sunday, we celebrated our first year as an independent financial planning firm. We want to thank YOU for our success! When we first made our move to independence, we had a list of people we wanted to have join us as clients. The response has exceeded our goals. We...

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Thank you for a fantastic 2016!

Social Media Update

We’ve been busy getting up to speed on our social media presence.  Check out our brand new Facebook page and Twitter page!  Please let us know what kind of posts and content you would like to see.  What kind of videos from us do you think would help you best?  Let us...

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Thank you for a fantastic 2016!

What’s with the dog logo?

Hope you had a great weekend. In honor of National Dog Day (on Friday Aug 26th) and National Bow Tie Day, (Sunday, Aug 28th) I thought it opportune to have you checkout our logo: The Jack Russell Terrier (JRT) in a bow tie. How apropos. I’ve raised 4 JRTs and love...

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Tax Ideas

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