At Mackey Advisors, Your Prosperity Partner it has been an exciting and challenging year. As we all know, a deep stock market decline began in earnest in October 2008 and continued into early 2009. As wealth advisors, we wish we could control the market, but instead have to rely on discipline and research to make our best judgments for our clients. We did a lot of listening and created many new venues for communication, including webinars, and this new blog.
Mackey Advisors had a few additions for 2009 including:
•The Prosperity Experience®, an integrated wealth advisory program for individuals and businesses that creates a lifelong process for prosperity. TPE was in the creational realm for 3 years. The Wisdom Link, Jon LoDuca, provided the spark to move us into the final phase of development and Mort Nicholson added his wisdom to help craft the final version and align the individual and business processes. Thank you Jon and Mort.
•New team members: Sarah Lee, Administrative Manager; Kathi Baker, CPA and Shared CFO; Katie Kreimer, Staff Accountant; and Grace Mohr, Marketing and Communications Coordinator.
•Many new business and individual clients thanks to our friends and clients who beat the drum and tell their friends and family about our services.
May prosperity be yours,
Mackey McNeill, CPA/PFS
Mackey Advisors, CPA
www.CultivatingProsperity.com
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