Newsletters

JBF Financial Newsletter – Summer 2018

Hello Everyone!

Summer’s here! Hope you are enjoying it and staying as cool as possible. We wish you and your families safe travels as well.

If you ever have questions about your financial plans or if someone you know needs help or advice, please do not hesitate to contact us.

Thank you for your friendship, trust, and business.

John

JBF Financial Newsletter – Spring 2018

Hello Everyone!

Hope you all had a Happy Easter and a wonderful Mothers Day!

John Bailey Financial recently added a new advisor. His name is Kevin Meyer and we hope you have the opportunity to meet him soon, if you haven’t already. Kevin brings a lot of energy and passion for financial planning to our team and like most of our changes, we believe it will make us better at serving you.

We hope you and your families have a wonderful spring and that you are making fun and interesting plans for the summer.

I invite you to check out Kevin’s bio on our website: www.johnbaileyfinancial.com. I also invite you to like and share our
Facebook page. Most of all, please let us know how we can help you and those close to you.

Thank you for your friendship, trust, and business.

John

JBF Financial Newsletter – Winter 2018

Hello Everyone!

I hope you all had a very Merry Christmas and enjoyed the holidays with your families.

I pray that you enter the new year in good health and that you enjoy many blessings. I think you’ll agree that last year was certainly good, at least financially. I hope it was good to you in many other ways as well.

Please let us know if there is anything we can do for you, your family, or your friends.

Thank you for your friendship, trust, and business.

Happy New Year!

John

JBF Financial Newsletter – Fall 2017

 

Hello Everyone!

I hope you all are doing well.  I also pray that you and your loved ones that were affected by the recent hurricanes have a speedy recovery.

Please do not hesitate to contact us if there is anything we can do for you. Also, if you have friends or family in need of financial planning for retirement or other financial goals, please let us know.

Enjoy the cooler weather this fall and thank you very much for your friendship, trust and business!

John

JBF Financial Newsletter – Summer 2017

 

Hello Everyone!

Hope this newsletter finds you and your families doing well.

Please do not hesitate to contact us if there is anything we can do for you. Also, if you have friends or family in need of financial planning for retirement or other financial goals, please let us know.

Have a safe, happy summer and thank you very much for your friendship, trust and business!

John

JBF Financial Newsletter – Spring 2017

Hello Everyone!

Spring seems to have come a little early this year. The good thing about that is more time outside this year and bluebonnets are popping up everywhere.

As you can see, I am sending this newsletter out via email instead. I am also going to send it out monthly instead of quarterly so that I can include more articles about subjects that may be of particular interest to you and that may prove to be more
timely. As always, if you had rather not receive it at all, please let us know.

Thank you very much for your friendship, trust and business!

John

JBF Financial Newsletter – Winter 2017

Happy New Year Everyone!
I hope and pray that you were all able to spend Christmas with the ones you love the most. I also pray that 2017 brings you joy, health, and many blessings.

Overall, 2016 was a good year and the very least, it certainly was interesting. My family and I thank you for your continued friendship, business, and trust.

Please do not be shy about letting Allison and I know how we can improve in our service to you.

Wishing you all the best in the new year,
John

JBF Financial Newsletter – Fall 2016

I hope you had a great summer and perhaps were able to spend time somewhere cool. Fall is my favorite time of year: cool temperatures, Thanksgiving, and Aggie football.

A special thanks to all of you who have referred potential new clients to JBF. You’re doing so says a lot about your
faith in me.

As always, please let us know if you have anything you want to discuss or if anything has changed that you feel might affect your current financial plan.

Thank you for your friendship, trust, and business.

JBF Financial Newsletter – Summer 2016

I hope this newsletter finds everyone doing well. The rain has subsided and now it is just HOT!

I’m sure all of you have some plans this summer. Have fun with your families and I pray for everyone to
have safe travels.

As always, please let us know if you have anything you want to discuss or if anything has changed that you feel might affect your current financial plan.

Thank you for your friendship, trust, and business.

JBF Financial Newsletter – Spring 2016

Happy Easter! I hope this newsletter finds everyone doing well. Besides the allergies, it’s nice that Spring is here and we get a little more daylight.

Thank you for being so welcoming of Allison as my Client Services Associate. If you haven’t met her, I hope you get to do so soon.

As always, please let us know if you have anything you want to discuss or if anything has changed that you feel might affect your current financial plan.

 

Thank you for your friendship, trust, and business.

JBF Financial Newsletter – Winter 2016

Merry Christmas and Happy New Year!  I’m glad several of you could make it out to Oscar Store for dinner in November.  For those who couldn’t make it, don’t worry, we’ll do something again soon.

When you call or come by, please help me welcome Allison McCaslin, Client Services Associate, to JBF. She will be a tremendous asset to this firm and I know she will help take good care of you.  Allison has been working in Temple in the banking industry since 2011. Her first day at JBF was January 4.

Thank you for your friendship, trust, and business.