COLORADO OFFICE
Alan Piehl has merged with TimeWise Financial!
A Letter from Alan to His Clients:
I am very pleased and excited to announce that we will be joining forces with another Avantax firm, TimeWise Financial.
This merger officially took place on October 1, 2022. On that date our combined firm began conducting its practice as TimeWise Financial.
The merger of our firms will combine two long-standing tax and financial planning offices, and will enhance our ability to provide you with superior services while utilizing the additional resources and staff that TimeWise Financial can provide. I have put a lot of thought and energy into this merger as you are very important to me.
You will experience a seamless transition as we have been working alongside, at Avantax, for the last 17 years and share the same values and philosophies.
Caroline, Sarah and I look forward to introducing to you Deanna LaRue, CFP, owner of TimeWise Financial and her expert team of subject-matter experts. Our teams will work together to help you plan for and pursue your financial and retirement goals going forward.
You will continue to meet with us at our current location:
1010 South Joliet St, Suite 109 Aurora, Colorado 80012
Please give us a call at 303 - 364 - 2649 if you have any questions or concerns
We look forward to this new partnership and the opportunity to enhance our services to you.
Sincerely,
Alan R. Piehl, CPA, CFS, Investment Adviser Representative
Questions You may have:
Will the person I have relied on still be there?
Caroline, Sarah, and I will continue working together to help you plan for and pursue your financial and retirement goals going forward.
Is this merger going to cause my fees to increase?
There will be no changes in your account, your fees, or how you receive our services.
Will the new firm remain convenient for me to do business with?
You will continue to meet with us at our current location (1010 South Joliet St, Suite 109 Aurora, Colorado 80012), but we will also have an office in Atlanta, GA. Our email addresses will change as we consolidate our operations. We will keep you updated on any and all changes.
Will the combined firm be able to provide the service i need in the manner I am accustomed to?
The services we have always provided you with will continue to be offered by the combined firms. TimeWise Financial shares the same values we do, and I am confident that merged teams will create even more value to you.