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Posts Tagged ‘relationships’

Celebrating 25 Years: What Makes Shakespeare Unique

By Brian Ellenbecker | October 5, 2024
25th anniversary

Celebrating 25 Years: What Makes Shakespeare Unique Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® For 25 years, Shakespeare has been committed to helping our clients pursue peace of mind.…

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30 Years as a Client: Part 3

By Kevin Reardon | February 5, 2023
Clock on the 3

30 Years as a Client: Part 3 Written By: Kevin Reardon, CFP® Picking up from Part 2 of this blog series, Curt & Cheri are now 60 and have been clients…

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30 Years as a Client: Part 1

By Kevin Reardon | December 5, 2022
Clock on the 3

30 Years as a Client: Part 1 Written By: Kevin Reardon, CFP® A Glimpse into Kevin’s First Client… It was 1992 and I had just started my first job as…

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