2021 End of Year Wishes
As another eventful year comes to a close, I’d like to offer a heartfelt “thank you” for allowing us here at Aquila Wealth Advisors, LLC to have an impact on your financial independence and business ownership journey.
2021 was another year of uncertainty, but also a year where the indomitable human spirit shined.
There's a lot we can't control about the future, but we can control a few things.
As we usher in a new year with great expectations, here are some things to focus on:
Embracing Your Vision
It might still look hard to fully commit to a vision or to commit to your dreams when the world is so uncertain. But let's move forward and recommit to them even if they look a little different.
Our job is to help our clients grow and protect their wealth so they can use it to reach their aspirations, maximize their business profits, live their second half of life well, create change in the world, and leave a legacy to their loved ones.
It’s the desire to see you achieve your dreams that drives my team and me to work tirelessly on your behalf.
Harnessing Behaviors
With so much out of our control (the markets, the economy, inflation, and other shocks), it's so important to focus on ourselves, our hopes, our goals, and our dreams.
Identifying the choices in our control isn’t just a good financial lesson, it’s a great life lesson. Let's commit to deep breaths, small improvements, patience, and curiosity.
Focusing on Kindness And Patience
In a time of increasing polarization, let's commit to treating each other with kindness, patience, love, and respect. Here’s something I try to keep in mind when I talk to folks I disagree with: “Be kind, for everyone you meet is fighting a hard battle.”
Thank you again for being with me on this journey. I am deeply grateful to have you with me.
Warmest Wishes,
Eric Maldonado, CFP®, MBA
Aquila Wealth Advisors, LLC
P.S. With December 31 approaching, it’s your last chance to make charitable gifts, take Required Minimum Distributions, and make Qualified Charitable Distributions for 2021.
P.P.S. Lawmakers are sprinting to pass legislation (including the Build Back Better Act). Stay tuned for more updates from us.
(805)250-4552 | eric@aquilawealth.com
San Luis Obispo, CA
Aquila Wealth Advisors, LLC (“AWA”) is a registered investment adviser offering advisory services in the State of CA, LA, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by AWA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of AWA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
