Alan Piehl Merges with TimeWise Financial!
I am very pleased and excited to announce that we will be joining forces with another Avantax firm, TimeWise Financial.
I have worked at Avantax alongside the owner of TimeWise Financial, Deanna LaRue CERTIFIED FINANCIAL PLANNER™, for over 17 years.
I have put a lot of thought and energy into this merger as you are very important to me and have put your trust in me.
If you have any questions about this exciting news and what it will mean for you, please contact any of us at any time. We look forward to introducing you to our united team and the opportunity to enhance our services to you.
Questions you may have:
Will the person I have relied on still be there?
Caroline, Sarah, and I will continue working together to help you plan for and pursue your financial and retirement goals going forward.
Is this merger going to cause my fees to increase?
There will be no changes in your account, your fees, or how you receive our services.
Will the new firm remain convenient for me to do business with?
You will continue to meet with us at our current location (1010 South Joliet St, Suite 109
Aurora, Colorado 80012), but we will also have an office in Atlanta, GA. Our email addresses will change as we consolidate our operations. We will keep you updated on any and all changes.
Will the combined firm be able to provide the service I need in the manner I am accustomed to?
The services we have always provided you with will continue to be offered by the combined firms. TimeWise Financial shares the same values we do, and I am confident that merged teams will create even more value to you.
Upcoming dates to be informed of:
Oct 1st, 2022 - This exciting merger is scheduled to take place. Our combined firm will begin conducting its practice as TimeWise Financial, LLC.
Oct 10th, 2022 - We will host an informational zoom webinar on October 10th to introduce you to the new team members and answer any questions that you may have.
Near future – An in-person meet and greet event is being planned. You will receive announcements for this event very soon.
Sincerely, Alan R. Piehl, CPA, CFS, Investment Adviser Representative
For more information please visit our new website: www.timewisefinancialllc.com
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