Broker Check
Posted on December 16, 2021

Warmest Holiday Wishes

As another eventful year comes to a close, we’d like to offer a heartfelt “thank you” for being part of the Wilon Wealth Management journey.

We are so deeply grateful for your trust and confidence and we’re sending you our warmest wishes for a special holiday season.

2021 was another year of uncertainty, but also a year where the indomitable human spirit shined.

There’s a lot we can’t control about the future, but we can control a few things.

As we usher in a new year with great expectations, can we commit to a few things together?

Embracing Our Dreams

The Covid pandemic has led many people to re-evaluate what their work, finances, time, and health mean to them. It might still feel hard to fully commit to dreams when the world is still uncertain, but let’s move forward and recommit to them even if they look a little different.

Our job together is to help you grow and protect your wealth so you can use it to reach your aspirations, retire in comfort, and leave a legacy of love. It’s our desire to see you achieve your goals that drives our team to work tirelessly on your behalf.

Harnessing Our Behaviors

With so much out of our control (the markets, the economy, inflation, and other shocks), it’s so important to focus our energy on ourselves and our own actions.

Identifying the choices in our control isn’t just a good financial lesson, it’s a great life lesson. Let’s commit to deep breaths, small improvements, patience, and curiosity.

Changing Our Mindset

As new Covid uncertainties loom, you may find yourself feeling apprehensive. Fear of the unknown holds many people back from taking steps towards financial wellness. Whether it’s setting up a child’s 529 savings plan, getting additional insurance or drafting your will, consider what you want to prioritze and together, let’s identify action items to make those things a reality in the coming year.

Thank you again for being on this journey with us. We look forward to continuing our work together in 2022.


Advisory services offered through Wilon Wealth Management, a Registered Investment Adviser Firm.

Category: News

Central Iowa: 2400 86th Street, Suite #32, Urbandale, IA 50322 • Phone: 515-225-9500
North Iowa: 9 Plaza Drive, Suite 4, P.O. Box 287, Clear Lake, IA 50428 • Phone: 641-357-6438
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