As you likely have heard, our firm is celebrating our 40th anniversary this year.

It has been a quick four decades in which we have grown from a one-person operation with zero clients in Oconomowoc to thirty-two team members helping over 2,700 families across the country.

We humbly acknowledge and appreciate your role in our growth and our shared success. We are truly blessed.

Over those decades, we made the conscious decision to forego the extroverted and impersonal advertising in which many companies disseminate. We purposely focus on serving our clients well and counting on them to share our story with other people about whom they care.

We will be slightly breaking our introverted tradition in the coming weeks. Starting on August 18 you will hopefully see a familiar logo and some familiar faces appearing on local television stations and billboards as we build toward our official 40th anniversary on October 23.

This excursion into media advertising is in no way intended to replace the vital role that you play in sharing our story. Please consider it a small introductory assist to slightly decrease the odds that the person with whom you are speaking replies, “I have never heard of them.”

To this point our natural inclination to humbly avoid self-promotion has allowed us to maintain a “best-kept secret” status despite being one of the larger independent financial planning firms in southeastern Wisconsin. Thanks to our faithful clients, we have continued to grow to serve more families.

We still need and appreciate your help to share our story, and hopefully this brief celebratory splash of visibility makes your introduction a bit easier.

Thank you, again, for being part of the IAG family.

Quote of the week: Bill Gates: “It is fine to celebrate success but it is more important to heed the lessons of failure.”

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IAG Wealth Partners, LLC, (IAG) a registered investment advisor and separate entity from LPL Financial.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.

Any opinions are those of IAG and not necessarily those of LPL Financial. Expressions of opinion are as of this date and are subject to change without notice. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. No strategy assures success or protects against loss. Investing involves risk including loss of principal.

Be sure to consult with your tax professional before making any tax-related decisions as each individual’s tax circumstances are unique.