Office News:

Beverly Mosher has been on maternity leave and is returning to the office on December 12, 2011; welcome back Bev! We would like to thank Yvonne Bradley who assisted us during Bev's absence. Best Wishes Yvonne.   

Once again our team at Richardson Barton Group is proud to be a sponsor of the Christmas Food Drive to benefit local food banks. We hope to see you at the trailer in Ritchie's parking lot from December 9th to 17th.

As we approach the end of 2011 and the beginning of a new year we wish you greetings of the season and best wishes for 2012. Our offices will be closed on December 26th and 27th and January 2nd.

DON’T FORGET TO CALL US

One thing is certain, time never stands still. Major life events can alter your financial perspective. Don’t forget to call us if you experience one of the following life events. This will provide us with the opportunity to update your file and /or discuss if this event should alter your financial strategy.

• Marriage or Divorce
• Death
• Birth or adoption of a child
• Termination of employment
• Switching to part-time employment from full-time employment
• Taking an unpaid leave of absence
• Significant change in your health
• Retirement
• Change of residence
• Inheritance

Quarterly Newsletter