Christmas Magic

Christmas Magic

December 15, 2017 – Sometimes Christmas magic arrives unexpectedly.

Take this Christmas card I just received from a client our firm helped nearly two years ago:


Not sure if you remember us or not. However, just wanted to say THANK YOU for everything. Since our last meeting, we have purchased a house in (redacted), as well as added an additional family member (smiley face). I’m glad we counted for 3 kids (in designing the structured settlement). We are so grateful for your kindness & support. I hope you and your family have a blessed & Very Merry Christmas!

Take care,

(name redacted)”

When I first met this lovely young couple to discuss their personal injury settlement options, we performed a pretty comprehensive needs-and-wants analysis to ensure we charted the best possible path for their financial future. Ultimately, we designed a structured settlement plan that contemplated them making tax deductible mortgage payments (for a house they had yet to purchase) with tax-free guaranteed income. In addition, we established college funds for their current and contemplated children.

From the sounds of this note, things worked out exactly as planned.

I love when that happens!

At this festive time of year, receiving thoughtful, affirming words of appreciation from someone I helped along the way fills my heart with joy and the spirit of Christmas. I am grateful that my life’s work connects me with so many wonderful people in their time of need and am so appreciative that I can help make their futures, many of which will last long after I’m gone, a little more secure.

Wishing you and yours all the best this holiday season and hoping 2018 brings health, happiness and much success in your personal and professional lives.

Expect magic!



Finn Financial Group