Spring 2015 - Elevated Retirement Group

The SPL Financial Insider
SPL FINANCIAL’S QUARTERLY NEWSLETTER
SPRING 2015
A MESSAGE FROM SEAN P. LEE, MSFS
“CRACK!” What was that? The sound of a fresh new baseball hitting the bat? A shiny
Nike golf club crushing a drive down the green? No, no. It’s the sound of a wild little boy
quickly approaching the age of three after being cooped up in the house during (a short!
mild!) winter. It’s the sound that gives my wife and I anxiety and spurs curiosity as to
which fragile thing in our home will be hit (and shattered) next. We just hope the mess is
minimal and that it doesn’t involve one of our dogs…or our daughter’s head.
Our son, Michael, is, well, very much MINE. He loves all things
sports. He spends hours every day throwing a baseball, kicking
a soccer ball or launching golf balls throughout the house, garage
and yard. One of his favorite things to do with me on the weekends is to go to Scheel’s or Uinta Golf to hit golf balls on their
in-store putting greens. He’ll be three in July. It’s only going to get
better (or worse, if you ask my wife).
With summer just around the corner we have realized our little
kindergartner, Coraline, will soon be a first grader! How did that
happen?!? And sometime during the past few months she grew
three inches, learned how to read and do basic math, and shed all resemblance of that little
baby we swear was just here a few minutes ago. Her passion is art. But she is enjoying playing soccer with her friends and preparing for the big end-of-year ballet recital. We can’t
wait!
If you live in the Salt Lake area, you’ve probably noticed a little extra energy in the air. The
MLS soccer season began in March. This is our third season as season-ticket-holders,
which translates to a guaranteed date night for Erika and I every couple of weeks. And we
always have a great time cheering on REAL Salt Lake!
To all of you, I wish a fun Spring and relaxing summer without little tiny sports enthusiasts running through your house
breaking things.
CLIENT CORNER - KEVIN & LISA
Originally from Salt Lake City, Lisa worked many years as an office manager but recently retired and is busy spending her days biking, hiking, and cleaning out 30 years
worth of treasures in her home. “Maybe we’ll finally get those baby books done now
that the kids are in their 30s!” She also enjoys spending time with her husband, Kevin
traveling, walking their dogs and their Friday “date nights” at the gym followed by a
take out and a movie rental. Kevin, originally from St. Louis, is currently employed as
corporate trainer and adjunct math teacher at Salt Lake Community College.
Kevin and Lisa recently spent two weeks in Ireland taking in the history, beautiful
scenery, amazing/friendly/fun-loving people, music, food and, of course, some Irish
whiskey. They traveled the country by bus and train, staying in B&Bs and brought
with them only a carry-on bag and backpack. “If you can’t carry it up two flights of
stairs, you need to lighten the load!” Best
advice ever !
Kevin and Lisa stay healthy and active by visiting their two sons: one
is currently flying helo’s for the Navy and the other is in the Merchant
Marine traveling to the Antarctic. They intend to take an epic adventure
every year, including visiting National Parks. This year they are checking Acadia National Park in Maine off their list. And the big trip is going to be a 10-day river cruise.
SPL Financial, Inc • 1100 East 6600 South, Suite 320, Murray, UT 84121 • (801) 639-0095 • www.SPLretirement.com
Employee Spotlight:
Retirement Information Course
Brian Hermann
In 2014, SPL Financial created a ground-breaking financial course for individuals
and couples ages 50 to 75. As a client of SPL Financial, you have access to a wealth of
information to help with your retirement planning. But your friends/family may not.
Retirement Elevated could be just what they need.
This is a no-obligation informational course - NOT a sales pitch. Attendees will
receive a text book and unbiased information about investment, healthcare, and estate
planning as well as tax information and the opportunity to ask questions.
Want more information? Call us at (801) 639-0095. This could be the information
your loved ones need in order to plan well, retire well and live well.
Space is still available in the following courses:
Meet Brian, SPL Financial’s newest addition! Brian
joined the team on April 1st and is completing his licensing to become an Investment Advisor Representative/ Financial Advisor. He comes to us with 15 years
of experience in the mortgage industry including everything from loan servicing to property valuations to
managing an appraisal management company.
Brian grew up in Vernal, Utah, and spent summers in
Denver, Colorado. After high school, Brian moved to
Salt Lake City to attend Westminster College where he
got a Bachelor’s Degree in Economics and an MBA focused on Entrepreneurial and Corporate Finance.
In 2007, Brian and his wife adopted a baby girl who
keeps Brian on his toes!
Then in 2010, he and his
wife welcomed a baby
boy into the world - and
their family was complete. Brian currently
lives in Cottonwood
Heights and loves having the Wasatch Mountains close by to explore
and enjoy. Brian and his
family love being outdoors as well as spending time with family in
Vernal or visiting Flaming Gorge.
Brian loves to golf and ski and tries to do both in the
same day at least once a year. Brian enjoys traveling and
learning about new places. India is the most unique
place he has seen in his travels.
Brian is excited about this career change, mostly because he will be able to help people plan for their futures. Brian loves numbers - he’s a math nerd. Helping
people make important decisions based on the facts, the
Tuesdays, May 12 & 19, 6:30-9:00pm
@ Westminster College (Salt Lake City, Utah)
Wednesdays, May 13 & 20, 2-4:30pm
@ Salt Lake Community College (Sandy, Utah)
Thursdays, May 28 & June 4:
2-4:30pm @ R.E. Training Center (next door to SPL Financial office)
-or6:30-9:00pm @ Westminster College (Salt Lake City, Utah)
Client Information Opportunity
“Estate Planning”
Lunch n’ Learn
Friday, May 8, 11am-12:30pm
@ SPL Financial
Guest Speaker: Matt Mitton, Licensed Estate Planning Attorney
Call us at (801) 639-0095 to reserve your spot.
Lunch will be provided.
Lunch n’ Learns are no-cost, no obligation events exclusively for clients of SPL Financial.
Check your inbox and mailbox for additional details.
Upcoming Client Events:
Client Appreciation Event
Saturday, June 27 @ 7pm
RioTinto Stadium in Sandy, Utah
REAL Salt Lake vs. Columbus Crew SC
Details coming soon!
Investment Advisory Services offered on a fee basis through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser.
SPL Financial, Inc • 1100 East 6600 South, Suite 320, Murray, UT 84121 • (801) 639-0095 • www.SPLretirement.com