We've got some BIG NEWS! As of March 1st, JDS has merged with Hobart Financial Group - a retirement planning firm located in Ballantyne. For years we've had a handshake succession plan in place, but we decided that it was finally time to make it official. I'm not retiring at the moment, but I am getting older and I wanted to be sure that we had a team in place to help take care of our clients if/when I do decide to step back and try out this thing called retirement that I've helped so many folks plan for. Chris Hobart and his team at Hobart Financial Group are a class act and we're excited to be a part of their team going forward.
For our clients, not much will be changing in the short term, but we will be working to transition our firm's operations to match with HFG's processes and practices. We'll be sure to keep you informed of any relevant updates. We will still be working out of our Mooresville office, and both Kelly and I will be remaining in our current roles for the foreseeable future. We will continue to strive to provide you with a warm and friendly service experience regardless of the name on the building. If you have any questions about this merger, then please don't hesitate to reach out to us for further information.
Another important thing to note:
We have decided that this month's newsletter will be our last - at least in it's current form. We may pick back up in the future with some type of monthly or quarterly communications, but for now we're taking the newsletter out of rotation.
We're still here to answer any questions you may have, so feel free to continue
to call us at 704-660-0214
or email us at
(our jdswealthmanagement.com emails will remain active for now, but will be shut off at some point in the future, so please be sure to update your email contacts to our new emails)
Until Next Time,