Partners in Life Planning
(800) 358-0016

And So It Goes…

I recently met with a client, a relatively new teacher. Gina is the daughter of a client who is with us for over 25 years, the adult child of a schoolteacher. While sitting and talking with Gina, I couldn't help but envision sitting with her Mom when she was her age, getting her started in her school sponsored plan, when the concept of retirement seemed like a million years away. I remember having review meetings with her Mom and Gina would tag along, sitting at my desk doing her homework or watching TV to pass the time. What a wonderful and humbling experience for me to be a part of this wonderful family for the past 25+ years, to share the joys and experiences that life brings us all. To watch these children grow into responsible adults and walk along with them in their journey of life as a second generation Chestnut client and friend is the most satisfying feeling I could have, and one of the major things that keeps me happily coming to work every day. Thanks to all of you who have spent time growing older together with us, and sharing with us the happy and sad things in your life. I just want you to know how much it means to us…and so it goes...

No Comments Yet.

Leave a comment