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Turning Forty

My kids tell me I’m old. Thinking back, I’m positive that I told my parents the same thing. I’m sliding into 40 like an old man sliding into a tub of warm water- careful not to slip and have to use the necklace since, “I’ve fallen and can’t get up”! (Older folks get the reference- young people just stare like I’m weird or something.)

This has been a time of reflection for me. Not like a mid -life crisis type of reflection (that’s next year)- just looking into the mirror and accessing the world and my place in it. I knew that when I started in this industry in January of 2004 that I wanted to help people- it was really that simple for me. I wanted to take things that were complex and boil them down for others and be able to say, “This is what we need to do now so that you can do that….at this time”

As I gaze into the mirror I can honestly say that I have put forth my best effort into putting others needs before my own and making sure I would do the same thing for you as if you were my own family … especially if I didn’t want you to move in with me!

As with any profession, the most difficult thing isn’t the job itself- it’s balance. Ironically. It’s balance between having contact with people on a regular basis, keeping up with needs that arise in the moment and dropping everything to be there when a client’s life is in pieces.

See, I’m interested like all of you- but it’s a two-fold investment. I have financial investments of course. But my best, most important investment is the time I spend with you. Getting to know you, what’s important to you, and what your needs, wants, desires are and molding that into a strategy that works… for you!

I love my profession. Not as much as I love Jesus or my wife per say (kids too), but I love it! I love solving challenges and figuring out how to get from here (where you are) to there (retirement)- it’s simple, until it’s not.

Life is change- always. This profession has kept me grounded in my mortality. I have attended weddings, funerals and I’ve been there after children were born- for real, like in the cheesy TV commercials. I’ve visited some of you in hospitals, and I’ve been to hospice with clients. It’s heavy, but not a burden. You know why? Because I care. In this B.S. “It’s all about me” world, there are still people out there (more than you think) who care about you. My family and the people on our team do care. Our plan as a company is to add more staff to ensure that your needs are met. I’m not superman (anymore anyway- I’m 40 now). I can’t do it alone and take care of my family as well. As a typical human I have flaws- lots of them. I’m open about that. But our heart as a company is to serve others. As new people are added to our team, please welcome them just like me -which means give them a really hard time, and don’t return their calls the first 5-8 times they’ve called you…- just kidding! Return their calls please.

When the crap hits the fan and your life is turned upside down, as it will be at some point, call us. We want to be the hands and feet of Jesus. Life is more than just the “stuff” you accumulate. It’s in the relationships you have with others. Life is meant to be journeyed together. Thank you for sharing part of your life with my team and me.

More than just investments,

Levi

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