IMPORTANT DISCLOSURE INFORMATION
The following presentation by New England Capital Financial Advisors, LLC (“NECFA”) is intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from NECFA or any other investment professional of your choosing. Please see additional important disclosure at the end of this penetration. A copy of NECFA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.newenglandcapital.com.
Our Next Chapter
Hi, it’s Chris Beale. As you all know, I am the founder and managing partner of New England Capital. I started writing a newsletter to you, our clients, 42 years ago after my first full year in the business. Then, 18 years ago, I changed the format when Chris Lee joined me in writing our quarterly newsletter.
But times change. 5 years ago, in our digital/video world, we changed the format again, and we now send you a 3–6-minute video blog or vlogs twice a month, on Thursdays.
And now it’s not just me, or me and Chris that you hear from. There are all 5 certified Financial Planners, plus our Chief Compliance Officer Darren Tapley, and the head of our Client Service Team Lindsey Larson. – Who will again be part of our rotation when she returns from maternity leave.
I am very pleased to share the screen with such talented, knowledgeable people. I have always said that I don’t have the monopoly on good ideas, and the blogs from these team members are proof.
Today I was going to follow up on Matt Carreras’ last vlog and go into a bit more detail about the new tax law known as the One Big Beautiful Bill Act which can’t be fully covered in one vlog. But I am going to put that off until next time because I have an important announcement to make.
I am thrilled, I am truly excited and delighted to announce that Ann Marie Ocone, CFP®, has agreed to accept my offer to become a partner here at New England Capital.
Ann has held many positions since joining New England Capital almost 19 years ago. During that time, she has been an integral part of our team – exemplifying our company values of Trust, Integrity, Teamwork, Transparency, and Independence.
Since joining the advisory team and earning her CFP, she has been a driving force in shaping our financial planning philosophy, deepening our client relationships and mentoring the next generation of advisors. Her integrity, warmth, and dedication to always doing what is right for our clients have made her an invaluable member of our team.
Let me be clear. This is not an announcement about my retirement. Although I have started taking Friday’s off, I have not set any retirement date. I’m still having too much fun! Instead, this decision reflects our ongoing commitment to you, our clients. It is a thoughtful continuation of succession plan I started when Chris Lee became a partner. Back then we had 4 employees. We have triple that number. Ann’s partnership decision not only strengthens our firm now, but also for the future. In all the years I have known Ann, I’m convinced her leadership and insights have made New England Capital better and you have benefited from her contributions.
Please join us in celebrating this next exciting chapter.
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by New England Capital Financial Advisors, LLC [“NECFA”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from NECFA. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. NECFA is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the NECFA’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.newenglandcapital.com. Please Note: NECFA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to NECFA’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a NECFA client, please contact NECFA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.