I hope this email finds you and your loved ones doing well and staying safe! (I know that is cliché this year, but I do really mean it!) As I reflect back on this past year, one word comes to mind: grateful. I know that may not be the first thing that comes to mind in a crazy year like this, but for me tough times make me focus on what’s really important. It’s not the things around you that matter, it is the people around you. Here at E&E Financial, we are grateful to have great clients like you around us. Please know that I value the trust you have placed in E&E and we will continue to do everything in our power to serve your financial needs. Please do not hesitate to reach out if there is anything we can do to help during these challenging times. Wishing you and your family a Happy Holidays and a wonderful New Year!
4 ways to rethink your 2020 holiday budget
Try these tips for creating a holiday budget that’s focused on what you can afford and what adds meaning to this time of year.
E and E Financial
3456 Camino Del Rio North, Suite 212
San Diego, CA 92108
Investment Advisory Services offered through Axxcess Wealth Management, LLC. Securities offered through Tessera Capital Partners, LLC. Member FINRA, SIPC. Registered with the SEC and MSRB. E&E Financial Services, Inc., Tessera Capital Partners, LLC nor Axxcess Wealth Management, LLC are affiliated.
Information pertaining to Tessera (CRD 132847) and its registered persons are available through the FINRA’s Broker Check System or by calling the FINRA’s Broker Check Hotline at (800) 289-9999.
NO OFFER OR SOLICITATION: The contents of this electronic mail message: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering through Axxcess or Tessera. Neither Axxcess nor Tessera warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
All e-mail sent to and from this address will be received or otherwise recorded by Axxcess and Tessera and is subject to archival, monitoring or review by, and/or disclosure to, someone other than the recipient. This e-mail and attachments are confidential and may be protected by legal privilege. If you are not the intended recipient, be aware that any disclosure, copying, distribution or use of this e- mail or any attachment is prohibited. If you have received this e-mail in error, please notify us immediately by returning it to the sender and delete this copy from your system. Please note that this e-mail has been created with the knowledge that Internet e-mail is not a 100% secure communications medium. We advise that you understand and observe this lack of security when sending and/or receiving e-mail communications.