By Tricia Lepofsky
The holidays can be an extra financial burden in a regular year, but with all that 2021 has thrown at us in terms of increasing inflation rates, supply chain issues, and employment upheaval due to “The Great Resignation,” (1) it’s understandable if you are feeling more stress than excitement these days. That means it’s more important than ever to find an advisor you can trust and work with to help secure your finances and plan for a bright future.
We at KFA Private Wealth Group understand that this can feel like an intimidating process (at an already overwhelming time of year). Trusting someone with your hard-earned money is not a decision you should take lightly. Knowing this, we are honored to have the opportunity to continue serving more and more families and individuals who are ready to take the next step in their financial life.
Do You Know Someone We Could Help?
That’s why we’d like to remind you that we’re here—not just for you, but also for your friends and family. We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect and get to know new clients who may benefit from the services we provide. So, if you know someone who may benefit from our caring and knowledgeable guidance as they pursue their financial goals, we are happy to provide them with a complimentary financial consultation.
We believe that the best way to accomplish your goals is to partner with a trusted professional who can create a financial plan tailored to your unique needs. The best gift you can give your family and friends this holiday season is the encouragement to take the first step toward a healthier financial future.
As a valued client of our firm, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. Please feel free to share this article, or have them contact us at Tricia@kfapwg.com or 571-327-2222 to schedule an appointment.
Tricia Lepofsky is a financial advisor at KFA Private Wealth Group, a registered independent advisory firm founded on the premise of providing conflict-free financial and investment advice. With a background in music education and opera, Tricia transitioned to the financial industry to help people understand what their money can do and feel more in control as they work toward their goals. Tricia is known for her attention to detail and her dedication to her clients and their unique financial challenges. She is passionate about building relationships with her clients and partnering with them as they walk through life’s milestones, keeping them accountable and motivated to pursue their goals. While she serves a diverse range of clients, Tricia uses her background of 18 years in the Washington National Opera and Washington Concert Opera to specialize in serving hardworking, intelligent individuals who have a connection to the arts. In her spare time, Tricia loves to travel with her husband, Mark, hike trails along the Potomac River or in the Blue Ridge Mountains, and support former colleagues by attending live performances of operas and musicals. To learn more about Tricia, connect with her on LinkedIn.