Dear WSP Friends and Family,
In February, we are continuing to celebrate a decade of excellence in serving your financial needs! This milestone is a poignant reminder of the enduring relationships we’ve cultivated with each of you. Through volatile markets, global conflict and unprecedented times, you have remained at the heart of everything we do, and we are grateful for the unwavering trust you place in our team to keep your financial house in order.
Thank you for celebrating with us and cheering us on as we continue this momentous year. We couldn’t do it without you!
Sincerely,
Paul C. Allen
CFP®, MS | President & CEO
Strong Teams Create Better Results
WSP Sponsors MarineMax Wine, Waves and Wheels Event in Sarasota
Our team had a blast at the MarineMax Wine, Waves & Wheels event last month in Sarasota! It was an unforgettable evening of exquisite yachts, exotic wheels and fine wine under the stars. We’re proud to have sponsored this important community event for three years in a row and always enjoy the new and old friends it brings together!
Financial Planning is an Act of Love: Evaluate important documents this Valentine’s Day
Happy Valentine’s Day! Our hearts are with you.
To ensure your loved ones remain at the heart of your most important documents, we challenge you to review and update your wills, trusts, healthcare directives and estate plans. Significant life changes can result in necessary updates to the beneficiaries on your legal documents. Give us a call today and let our team help you evaluate these documents and ensure your financial house is in order.
Ask an Advisor: How do I efficiently repay student loan debt?
One of the hottest topics in the political landscape is student loan debt. Although many people have monthly payments on autopilot, they often fail to search for opportunities to efficiently repay debt.
Visit the link below to hear from Danielle Spence, Wealth Advisor, on how our team advises young people and professionals on important financial decisions like debt repayment. If you know a young investor who may benefit from our services, email Danielle at danielle@wealthstrategiespartners.com.
Do you have a question you would like answered in an upcoming edition of our “Ask and Advisor” series? Submit your question using the submission form below.
BUZZING with Excitement for BarBees Bartending
Thank you to all who joined us in cheering on clients Jessica Blakley and Willow Sprague of BarBees Mobile Cocktail Classes as they made their pitch on Shark Tank ABC! Our team is incredibly proud of this female-owned, Nashville-based business. We can’t wait to watch their continued success!
