LONGVIEW Is a fee-based personal wealth management firm
bringing 32 years of extensive knowledge and experience in many
aspects of financial and retirement planning. Based in Atlanta,
Georgia, we create personalized solutions for individuals and
small businesses to help them pursue financial security and
wealth.
We offer one source, one perspective, one highly coordinated
and personalized plan, weighing each decision against a clearly
defined strategy based on your exact needs and financial goals.
We provide objective, independent, un-biased financial advice
that may simplify your life.
January 2012
UPDATE ON DANNY DIAZ
Many of our clients and friends participated in LongView’s Charity Golf Tournament held in September of 2011 benefiting the NTAF Southeast Brain Injury Fund in honor of Danny Diaz. Still others generously donated to help cover Danny’s uninsured medical expenses. We want to share with you the wonderful news of his most recent improvement. On Christmas Day, Danny was able to walk out of his bedroom (with a walker) and sit at the dining room table – unassisted. Every day he practices standing up from his wheelchair and walking a short distance, a huge and hopeful accomplishment.
It is through your donations that Danny was able to continue in Beyond Therapy, the program that has been so instrumental in his improvement. Danny and his family are immensely grateful and want everyone to know how relevant these generous contributions are in Danny’s life.
Lisa Kaufman is participating in the IRS’s VITA/TCE Program from January through April 17th. The VITA/TCE (Volunteer Income Tax Assistance/Tax Counseling for the Elderly) is a program set up by the IRS to assist elderly taxpayers by providing free tax return preparation. Lisa had to pass various IRS exams before she could be certified as a VITA volunteer.
On January 8 and January 15, Wes Bigler spoke to the combined adult and youth Sunday school classes at Woolsey Baptist Church in Fayetteville, GA, on the topic of The Gospel and Money: A Biblical Look at Financial Truths.
We want to congratulate Mike McKay who passed the CFP® Certification exam, a comprehensive two-day, ten-hour test covering investments, insurance, and retirement, tax, and estate planning.
Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.
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Investment Advisory Services offered through IAR’s
of Longview Wealth Management, a Registered
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Cambridge and Longview Wealth Management are not affiliated.
