Reflecting on a Transformative Season at Gainplan

As summer fades and fall approaches, I hope each of you had a relaxing and fulfilling few months. Labor Day tends to signal the start of a fast-paced season—school begins, Halloween costumes come out, and before we know it, “the holidays” are in full swing. With that in mind, I wanted to take a moment to reflect on this past summer and share a few exciting updates with you.

Summer 2015 will be one I’ll remember for a long time—starting Gainplan, leaving LPL, moving into a new office, and most importantly, receiving incredible support from all of you during this transition. Your trust in us has been humbling, and I can’t thank you enough for being part of this new chapter.

Firm Growth and Client Appreciation

Our transition to Gainplan LLC has been met with overwhelming support, both from existing clients and new ones. Despite all the changes this year, we’ve experienced significant growth—far beyond what I expected. Much of that success is thanks to you, your introductions, and your belief in what we’re building here.

New clients continue to appreciate our commitment to operating under the fiduciary standard, our focus on straightforward financial strategy, and our decision to partner with Fidelity as our custodian. We’ve also received many inquiries about our asset management services, which were tested this summer during a volatile market. Many of you noted a sense of relief when our strategy led us to reduce exposure before the August downturn. As the Guardians of the Galaxy might say—”You’re welcome.” (Forgive the geeky humor.)

And don’t forget—we’re hosting our annual “Don’t Miss It” Boat Cruise on October 2nd in Michigan. If you’ve received a Save the Date, consider bringing along a friend or family member who might benefit from what we offer. No sales pitch, just good conversation and a great evening with the team.

Welcoming New Team Members

Wayne and I committed to growing the team in 2014, and I’m proud to say we’ve added six new Gainplanners in the past year. Each new hire was made with intention and care, and I’m excited for you to get to know them. Our team is thriving and shares the same commitment to delivering exceptional service.

We’ve added a team page to our website where you can learn more about everyone here:
👉 Meet the Team

But for those not inclined to click, here are the names of your extended Gainplan family:
Jeff Ivory, Wayne Bell-Warren, Dave Martin, Nick Pagano, Thad Schlaud, Ben Klamo, Chad Wotton, Bryan DeBono, and Judy Orians.

Staying Connected: Website, Social, and More

We’re committed to keeping you informed and connected using every tool available.

• Website: Visit gainplanners.com/about for news, upcoming events, and market commentary. Many of you enjoyed our weekly newsletters in the past—our blog offers a similar experience.

• Facebook: Follow us at facebook.com/gainplanners for firm updates, client events, and financial insights.

• LinkedIn: We’re also active on LinkedIn. As for Twitter… I’m holding out for now.

In Closing

While much has changed on the outside, our core values remain the same. We’re still deeply committed to helping you reach your financial goals with transparency, strategy, and a true partnership mindset. We are—and always will be—Invested In You.

Thank you for your continued trust and support. Here’s to a strong finish in 2015 and a promising road ahead.

This website commentary reflects the personal opinions and analyses of Gainplan LLC employees. It does not describe Gainplan LLC’s advisory services or client investment performance. Views in the commentary may change anytime without notice. Nothing here constitutes investment advice, performance data, or recommendations for specific securities, transactions, or strategies. Mentioning a security or its performance is not a buy or sell recommendation. Gainplan LLC uses various investment strategies, not all discussed here. Investing in securities carries risks, including loss. Past performance does not guarantee future results.

Gainplan LLC provides links to third-party websites for convenience. Clicking these links leaves our website. Gainplan LLC is not responsible for errors, omissions, or content on third-party sites and does not necessarily endorse their information. Users accessing these sites must follow their terms and assume all risks.