By Bryan Sarff, CFP®
It’s a new year and you know what that means—new resolutions and goals. The start of a new year is always a great time to reflect on where we’ve been and look ahead to where we want to go. While change can sometimes be scary and challenging, it’s also a natural part of life and has the potential to bring good things into our lives. So, in the spirit of change and improvement, we would like to share with you what’s new at our firm.
The True Wealth team is the heartbeat of our firm and we couldn’t do all we do for our clients if not for the value each member brings to the table. With that being said, we’re excited to announce a couple of staff changes:
- Brittany Pennington is now a full-time employee, continuing to support Kenny Burkhead as his executive assistant.
- Brian Paulsen, one of our personal wealth managers, is now also a co-owner of the firm. We’re excited to have him take on more of an ownership role and bring his decades of experience as our Chief Operations Officer.
As our firm continues to grow and offer financial guidance and support to the Kansas City Metro—and beyond!—we have renewed the lease on our building and will be staying put for at least the next 5 years! We’re also excitedly preparing for the TD/Schwab merger in late summer of this year.
Last but not least, we have enhanced our online support and communication with our clients through a new Friday email newsletter and a brand-spanking-new website! Check it out and be sure to keep an eye on your email inbox for our weekly updates. As always, feel free to reach out to us with any questions or feedback.
What Hasn’t Changed
This may seem like a lot of change, but it’s all for the best! We are improving, moving forward, and doing our best to stay ahead of the changing economy. Through it all, the core of who we are as a firm is still the same. Our mission at True Wealth & Company is still to help our clients achieve the freedom to make work optional so they can have more time doing the things they love with the people that mean the most to them.
We appreciate and highly value our clients who have been with us over the years and entrusted us with helping guide them along their financial journey. Thank you for sticking with us through these changes. If you are not a client but are ready to start walking your path to financial independence so you too can make work optional, contact us today by calling (913) 653-8783 or emailing email@example.com. We look forward to hearing from you!
Bryan Sarff is the founder and CEO of True Wealth & Company and has been serving clients’ financial needs since 2003. His services cover all areas of the wealth management process, including business succession planning, investment strategies, business value acceleration, retirement planning, legacy planning, and insurance planning. Bryan acts as a personal wealth manager for successful business owners and thrifty millionaires who want to make work optional and join our Work Optional Wealth™ community. When working with clients, his highest priority is to help them “achieve financial independence and economic freedom” so they can spend more time doing what they love.
Bryan has a Bachelor of Science in Business Administration in Marketing from the University of Missouri – Columbia. Before transitioning to wealth management, he spent eight years working for Lear Corporation and GE leading successful process improvement initiatives at multiple locations. In 2009, he earned the Certified Financial Planner™ designation. Outside of the office, Bryan has spoken at hundreds of wealth management workshops, hosted financial talk radio shows, the “Let’s Make Work Optional” Podcast, and is launching a new podcast in 2023. In the community, he is involved with Strive 4 Life, Band of Angels, and the Johnson County Christmas Bureau. He enjoys playing golf, swimming, smoking tasty ribs on his Traeger, traveling with his wife and three daughters, attending concerts, and is a fan of the Kansas City Chiefs and Mizzou Football. To learn more about Bryan, connect with him on LinkedIn.