Fall is here! September 22, 2020 marks the official first day of the Fall season and our team couldn't be more excited! We're ready to see some gorgeous Fall colors and to experience the cooler weather that comes along with them. The leaves around our Petoskey and Alpena offices are already starting to change!
Help us wish a very Happy Birthday to Client Service Manager, Heidi Haaxma today! Thank you for all the work you put in for our clients and team members, Heidi. We hope you have a wonderful day!
Last week, Client Service Specialist, Amy Rachac and her husband John, added a new member to the OsborneKlein Family: Baby Carter Jonathon! Carter was born on Monday September 7th at 1:56 AM and is Amy and John’s third boy! Help us wish a big congratulations to Amy and her family!
Never forget September 11th, 2001. Today, our team is remembering the ones we lost during the attacks on our country 19 years ago. We hope that everyone is able to find time today to think back on the many heroes who sacrificed their lives to save others.
Today we held a virtual Partners in Excellence Meeting with members of the OsborneKlein team! Although we miss being able to come together in person, we were still able to celebrate accomplishments, meet new team members, and discuss goals for the future via video chat. Here's to another successful year for our clients and team!
Congratulations to Business Development Specialist, Sarah Hansen, for reaching her 2 year anniversary with OsborneKlein! Thank you for all you do to help bring our clients and team members together, Sarah. We hope you have a fantastic day!
For this month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals. Give us a call today so we can help you reach that goal!
☎️ 269.321.5002
#NationalFinancialPlanningMonth #October #FinancialPlanning #WealthManagement #PlanningForYourFuture #OsborneKlein #Finances
Congratulations to Client Service Specialist, Ben Whitaker, for reaching his official 1 year anniversary with OsborneKlein! Ben started out as an intern with us in the past but began working full time on September 30th, 2019 marking today as his official anniversary with the company. Thank you for all that you do to help out our clients and assist our team members, Ben. We hope you have a wonderful day!
September is Life Insurance Awareness Month! Even after your mortgage has been paid and your children are grown, life insurance can still help you cover major expenses during the later stages of your life. Talk to one of our advisors today to see how life insurance can protect your retirement assets and assist in generating/transferring wealth.
AMERIPRISEADVISORS.COM
Insurance solutions later in life
Politics affect every facet of our lives, including finances. If you have any questions about the upcoming election and your finances, we are here to help you. Give us a call today!
269.321.5002
October 24 is known as World Polio Day. Polio is a paralyzing and potentially fatal disease that threatens children in some parts of the world today. Unlike other diseases, polio can be eradicated. Rotary and their partners have driven the effort to eradicate polio worldwide. Members have taken action by contributing countless volunteer hours and funding to protect more than 2.5 billion children in 122 countries from this disease.
We are proud of the individuals on our team who are active members of their local Rotary Club. These team members have given back to the community by partnering with Rotary and helping to eradicate this paralyzing disease. Thank you for being active in our communities and supporting this cause!
Randy Orwig and AJ Srmek are members of the Rotary Club of Portage.
Jeff Wynder is a member of the Rotary Club of Petoskey - 2811.
Jeffrey Neill is a member of the Petoskey Rotary Sunrise.
Source: Rotary International
#WorldPolioDay #October #OsborneKlein #GoodCause #Rotary #RotaryClub #CommunityInvolvement #RotaryClubMembers
In-person classes? Online? Hybrid? No matter what your Fall semester will look like, here are some tips on how to make it more affordable.
#WednesdayWisdom #FinancialPlanning #MoneyTips #CollegeSavingTips
USNEWS.COM
Smart Money Moves for College Students This Fall
We are spending today with our “sweetests!” Did you know that Sweetest Day is not only about your significant other, but about everyone special in your life? Be sure to show some love to those who are most important to you today! ❤️
#SweetestDay #OsborneKlein #Holiday #HappySweetestDay
It’s National Boss’s Day today! We want to acknowledge our managing partners; Shaun Osborne and Jason Klein: Their knowledge of the financial industry, as well as their passion for excellence plays a huge role in the success of OsborneKlein.
#NationalBossDay #BossDay #Holiday #FridayFun #OsborneKlein #Portage #Petoskey
We sure have a beautiful view beyond our Portage office’s patio! Take a look at all the vibrant fall colors and calm water. The friendly swans sure enjoy this little piece of serenity behind our office, as do we! 🍁🦢
We would like to welcome the newest addition to our experienced advisor team. Jacqueline Antone joins us with 30 years of experience in the financial services industry; with over half of the time in various leadership positions. Jacqueline has a finance degree from Central Michigan University.
Jacqueline has specific investment management philosophies to share. We are excited to be adding her technical investing expertise to our already robust investment team. Additionally, she has a passion for helping families deal with the complexities associated with Medicare and long-term care decisions.
Please join us in welcoming Jacqueline to the OsborneKlein team.
#OsborneKlein #GrowingTeam #Welcome #InvestmentTeam #Growth #Team #WealthManagement #FinancialAdvising
We'll work with you to determine the service and solutions that fit your financial needs and priorities.
Through financial advice, investments and solution recommendations, as well as progress meetings and smart technology, we can help you achieve your financial goals and adjust to whatever life brings.
We're here to help you feel more confident, connected and in control of your financial life.
To get started, give us a call today!
Portage Location: 269.321.5002
Petoskey Location: 231.439.0911
#OsborneKlein #PrivateWealthManagement #FinancialPlanning #Finances #DiscoverKalamazoo #Kalamazoo #Petoskey #FinancialAdvising #Planning
We would like to inform everyone that we have decided to close our Twitter account. We will continue to send updates regarding OsborneKlein and the financial industry through our Facebook page. Thank you for your support and understanding.
We are honored and thrilled to share that OsborneKlein has been named a 2020 Winner for The Best and Brightest Companies to Work For in the Nation Program!
The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment. Organizations are assessed based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.
#TheBestAndBrightestCompanies #BestAndBrightestPrograms #NationalWinner #OsborneKlein #MichiganFinancialAdvisors
November 13 is World Kindness Day! What can you do today to show a random act of kindness?
#FridayFun #FridayFacts #WeekendWisdom #WorldKindnessDay #BeKind
We're very excited to celebrate Jason's 17th anniversary as Managing Partner at OsborneKlein! Jason has provided our community with excellent financial advice and inspiration. Thank you for always making your clients and employees feel like we are part of the family. Have a wonderful day!
#OsborneKlein #Celebrations #WorkAnniversary #Leadership #Management
Today marks the 111th birthday of the Boy Scouts of America! To celebrate this special day, we would like to highlight one of our Financial Advisors from the Portage office, Randy Orwig, who has had continuous membership since he was 7 years old. He has also served on the board for over 20 years and served as President from 2000-2002 on the Southwest Michigan Council. Enjoy this throwback picture of Randy sporting his Boy Scout uniform.
Brrrr. ❄️
We know it’s cold out there…
...but it’s never too early to start saving for your dream vacation! We offer individualized financial advice to help you save for a goal such as a dream vacation. Contact us today to get started!
#Travel #SavingForDreamVacation #DreamVacation #TravelAbroad #OsborneKlein #DiscoverKalamazoo #Kalamazoo #Alpena #Petoskey #GrandRapids #UpNorth #Michigan #FinancialAdvising #PrivateWealthManagement #Retirement #Saving
Here is an interesting article regarding the recent GameStop situation.
CNBC.COM
GameStop mania may not have been the retail trader rebellion it was perceived to be, data shows
Happy National #WearRedDay! ❤️
National Wear Red Day is an annual campaign to raise awareness about heart disease in women. According to Go Red for Women’s website, heart disease and stroke kill one in three women. These diseases are 80% preventable.
Our team members are sporting their red today in support of this amazing cause. Be sure to watch the video until the end to see AJ in action!
For more information, please visit https://www.goredforwomen.org/en
#GoFitGoRed #GoRedWearRed #OsborneKlein #FinancialAdvisors #FinancialPlanning #Investments #WealthManagement #PrivateWealthAdvisor #Retirement #FinancialAdvice #SavingForRetirement
#FridayFun
According to experts at Fidelity Investments, to retire by age 67, you should have ten times your income saved. If you’re nearing retirement but feel you haven’t saved enough this is a great article with some helpful tips.
As always, we are here to help you plan for your future. We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach.
Source: https://www.cnbc.com/select/what-to-do-if-you-havent-saved-enough-for-retirement/
#OsborneKlein #FinancialAdvisors #FinancialPlanning #Investments #WealthManagement #PrivateWealthAdvisor #Retirement #FinancialAdvice #WednesdayWisdom #SavingForRetirement
