Wishing You A Merry Christmas From Our Team!
By Preston Rosamond
Wishing you a very Merry Christmas from all of us at The Rosamond Financial Group! This year has had its share of highs and lows, and through it all, we are deeply grateful for clients like you. Your trust and the opportunity to support your financial journey mean the world to us. Our goal is to help you feel confident and ready for whatever lies ahead. May your holiday season be filled with joy, laughter, and cherished moments with loved ones, knowing we’re here to guide and watch over your finances every step of the way.
A Look Back at 2025
This year brought shifts and surprises, of course, but it also offered opportunities for growth and resilience. From market fluctuations to ongoing economic questions, 2025 reminded us how important it is to stay grounded, flexible, and focused on what we can control. Through it all, your commitment to long-term planning and thoughtful decision-making has inspired us. We’re grateful to stand beside you as you navigate an ever-changing financial landscape.
Welcoming a New Year With Purpose![]()
As 2026 approaches, we encourage you to take a moment to think about what you’d like the next 12 months to bring—both personally and financially. The transition into a new year is a natural time to refocus, set intentions, and make space for the goals you’ve been meaning to prioritize. Whether you’re planning for retirement, refining your investment strategy, or simply aiming for more balance in your life, we’re here to support you.
Our Gratitude to You
Every relationship we build at The Rosamond Financial Group is meaningful, and every question you ask reminds us why we do what we do. Your loyalty, trust, and willingness to share your milestones with us are truly appreciated. As we head into 2026, please know that our commitment to serving you with diligence, compassion, and clarity remains as strong as ever.
Our team wishes you a season filled with joy and a bright start to the new year ahead!
Let’s Connect!
As the year comes to a close, it’s the perfect time to review your financial plan and keep your finances on track for a successful 2026 and beyond. Reach out to us by calling my office at 830-798-9400 or emailing solutions@rosamondfinancialgroup.com to schedule a check-in. We’re here to provide guidance, answer your questions, and help you move forward with confidence.
We look forward to connecting with you and helping you start 2026 strong.
About Preston
Preston Rosamond is a financial advisor and the founder of The Rosamond Financial Group Wealth Management, LLC with over two decades of industry experience. He provides comprehensive wealth management and financial services to successful business owners, corporate executives, and affluent retirees who enjoy simplicity and seek a professional to help them pursue their goals. Preston personally serves his clients with an individual touch, a sincere heart, and his servant’s attitude is evident from the moment you meet him. Learn more about Preston or start the conversation about your finances with him by emailing solutions@rosamondfinancialgroup.com or schedule a call on his online calendar.