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To Our Clients – Thank You

August 31, 2018

To Our Clients – Thank You

To Our Clients - Thank You

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Thank You!

It’s been almost 8 months since we launched True North and we are so grateful to all of our clients! Thank you for continuing to place your trust in us as we made the transition to an independent advisory firm!

When I started working at A.G. Edwards in 1983, I never dreamed that I would be starting my own firm (with my daughter!). Yet, 35 years later here we are!

We still have clients today who have been with me from the beginning, and we are absolutely overjoyed that you have made the transition – whether you’ve been with us for less than 1 year or more than 35 years.

More People. Better Technology.

As an independent firm, we can now utilize some of the best technology tools on the market today, including many tools that we never had access to before.

Our goal is to continue to learn and grow our expertise to best serve you as our client. We are very excited about the investments in people that we’ve made at True North. We have a very deep bench of expertise among our staff.

Today, there are 7 of us working on your behalf at True North Retirement Advisors, with a combined financial industry experience of more than 90 years!

The Future Looks Bright

Now that we’ve emerged from the mountains of paperwork and account transfers, we can focus on what lies ahead. We love the fact that we are fiduciaries to all of our clients, and we hope that the industry continues to move in the direction of establishing a fiduciary standard for all advisors.

We are passionate about what we do and who we are best at serving, so if you know of a business owner who is getting serious about their retirement, please send them our way. We love helping business owners secure their final and most important business deal of their career – the exit from their business!

Thanks again, and we look forward to helping you on your path to financial freedom for many years to come.

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David G. Wilson

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Planning for your retirement as a business owner can be complex - saving enough, minimizing taxes, and planning your exit. Let us handle the details of your retirement so you can focus on what you do best: running your business.