Reflecting on 2020


As we move on from the difficult year of 2020, it is important to not forget what has been accomplished during this dismal time. At Geauga Financial Advisors (GFA) we would like to take a moment and reflect on all the good that has been accomplished within the firm. We have had four clients purchase new homes and two clients receive well deserved job promotions. We have had five client families welcome a new baby to the world and seven clients were able to tell their bosses "sayonara" and retire.


Geauga Financial Advisors work's hard to put our clients in the best position so that they have as many options and time as possible. We often do this through growing client's net worth, but it is also accomplished by assisting clients with goals that aren't just about more money. Retirement is a goal that we work hard to achieve, however having a family and being successful in our careers is crucial to achievement of those goals.


Sadly, we also lost seven clients in 2020. These have been difficult losses for the family, their friends, and many of us who have worked with these clients for years. The comfort we take is knowing we did our best to put our client and their family in the best possible position so their passing is a sad occasion but not a burden. In 2021, let's take time to make sure all of your affairs are in proper order so that if the unexpected does happen, your family can avoid the burden that an unexpected death can bring both financially and emotionally.


We appreciate each of our clients and the relationships that we've built. We will continue to work hard to put you and your family in the best position possible in 2021. We look forward to continued success and growth in 2021. From Geauga Financial Advisors and our family, Happy New Year and God bless!


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