Happy Thanksgiving from the Allegiant Team

Many of us have paused, focused, and reflected in order to express intentional moments of gratitude this year. As the pandemic altered our daily lives from social gatherings to workplaces, affected our physical and mental health, and even the ways we celebrate with loved ones, it seems ironic that the health care and economic crises of 2020 may have also brought us together and given us a renewed joy in the things that matter most.

Personally, I'm extraordinarily grateful for the Allegiant team who remains laser-focused on each client's individual priorities so that you can focus on your own business, career, family, hobbies and health. Please know how much we all care about your financial and non-financial well-being.

We're also thankful for our colleagues in the region—lawyers, tax advisors, trust officers, and community leaders in our professional network whom we respect and value as we collaborate to help move your goals, as well as our community, forward together.

Most importantly, we are so appreciative because every Allegiant client is a truly nice person. (It's actually the only strict requirement we have for any client to work with our firm!) This year has been trying in so many ways, but our clients' kindness, spirit of cooperation, trust in our partnership and advice, and optimism about the future have been remarkable and greatly appreciated throughout 2020.

It is with immense gratitude that we say THANK YOU, and wish you and yours a very happy Thanksgiving.

Warmest regards,
Benjamin W. Jones, CFP®, AIF®
CERTIFIED FINANCIAL PLANNER™
President, Chief Investment Officer, Principal

240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237

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