• Jeremy Ellisor

3 Reasons to Celebrate!

2020 is here and we have some exciting news to share!  So here they are, 3 reasons to celebrate... 


First, you likely remember that last year we announced that we'd have a savings competition... the client (or clients if a couple) who saved the largest percentage of their gross income would win a gift card to Hall's Chophouse from us. Well, we ran the numbers and found our best saving couple in 2019. These folks managed to save 28.8%! Yes, that's nearly one third of their gross income! How impressive is that!? This humble couple would like to remain anonymous, but here's what I can share:

Me hand-delivering the prize to the winning couple

Me: What is the key to success in being able to save 28.8% of your gross income?


The Winners:

1. Sticking to a monthly budget.

2. Committing half of each bonus received to be used towards long-term financial goals.


Mr. & Mrs. Winner, great job and congratulations to you! We hope you enjoy a very special evening out celebrating your success.





Also on the topic of winning...


We would like to thank each and every one who cast their votes for us in the Best of Mount Pleasant competition. It is a great honor to be named the #1 Financial Planner in Mount Pleasant by the people who know us best. We are proud and grateful to be part of such a thriving community. Click here to check out the winners in all of the categories.



Savings for You!


Lastly, the new year is a time when most folks begin to take stock of where they are and begin to take steps to improve their lives. If that's where you are and you're ready to get your financial house in order, this is a friendly reminder that we are offering all new clients who sign up in January 2020 an ongoing 20% discount on financial planning fees. But there are only 10 days left in the month so you'll need to act quickly to get the discount! To get started, go ahead and schedule a meeting with me here.




I wish you all a very happy and prosperous 2020... I hope you're looking forward to seeing what this year holds as much as I am.




CONVERGENT FINANCIAL GROUP

is a Registered Investment Advisor serving clients across the United States. We are proud to have been voted the best or among the best financial planners in Charleston and Mount Pleasant since we first opened our doors.

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3850 Bessemer Road

Mount Pleasant, SC 29466

(843) 972-4402

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