Newsletter

New Year’s Resolutions or Intentional Conversations?

As we approach the end of the year, I know a lot of people like to reflect on the past and look forward to the opportunities that lie ahead. I am sure everyone of us has, at some point in our lives, set a new year’s resolution. A Google search on resolutions produced this list:

  • Save more money
  • Exercise more
  • Eat Heathier
  • Lose weight
  • Reduce spending
  • Reduce stress
  • Spend less time on social media.

One common theme with the items above is that they are focused on one’s self. That doesn’t make them bad, but life is short, and I have never regretted an intentional conversation. I would like to challenge you to ask yourself and those near and dear to you five important questions. These are questions that could have helped shape who you are or could make a major impact on someone’s life this year. These types of questions can act as a roadmap for better understanding each other and a platform for intentionality.

  1. What is one piece of advice that somebody gave you that you feel has altered the course of your life?
  2. What’s a piece of advice that you gave to somebody that might have altered the course of their life?
  3. If you could give somebody some advice and you knew they would take it, what advice would it be, and who would you give it to?
  4. If you set one goal for yourself and knew you would achieve it, what would that goal be?
  5. If you could do something for somebody else in the next year, what would you do, and who would you do something for?

We love being part of your life. If you care to… please email us at help@rossfinancialinc.com with your answers to one or more of these questions from above.

Happy New Year!

Moving Update

This week, we have an exciting update regarding our new office location. We will be moving office locations from our office in the Mill Creek Towncenter to just a couple miles south on Bothell Everett Highway, 17921 Bothell Everett Hwy., Suite 106, Bothell, WA 98012. There shouldn’t be any interruptions in service, but we appreciate your patience as we move and get settled into our new space. We look forward to having you come to our new office in the new year!

Join us in Celebrating Ross Financial – AdvisorHub’s Advisors to Watch in 2023

We are excited and humbled to share that Ross Financial was named in AdvisorHub’s 2023 “200 Fast-Growing Advisors to Watch”. It is an honor to be recognized for our hard work and dedication. This recognition would not have been possible without the tireless efforts of our entire team. Please join us in celebrating this recognition, because without you, there is no us. 

 

Click here to see the full list: 2023 AdvisorHub 200 Fast Growing Advisors to Watch list

 

† The 2023 AdvisorHub 200 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022 and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 200 advisors received the award. This ranking is not based in any way on the individual’s abilities regarding providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

Need Help With Insurance?

Reach out to Health Insurance NW for your insurance needs!

·         Employer Group & Employee Health Benefits
·         Individual & Family Health Insurance
·         Health Savings Accounts
·         Medicare & Supplemental Coverage
·         Dental & Vision
Phone: (253) 460-9444
www.healthinsurancenw.com
 
Bob May – Agency Owner
1416 East Main Suite A
Puyallup, WA 98372
Office 253-460-9444 Fax 253-446-6680
 
*Raymond James is not affiliated with and does not endorse the opinions or services of Bob May or Bob May Health Insurance.

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