As Thanksgiving approaches, we find ourselves reflecting on what we’re most grateful for—and having you as part of our client family is right at the top of the list! It is truly a privilege to walk alongside you, helping you plan for the future and achieve what matters most to you and your loved ones.

To show our appreciation (and sweeten your holiday season!)

we’d love for you to join us for our A Slice of Thanks Client Pie Pick-Up.

Stop by our office to catch up, say hello, and pick up a delicious fresh pie to share at your Thanksgiving table. 

We can't wait to see you!

• 📅Date: Wednesday, November 18th and Thursday, November 19th
• 🕒Pie Pick-Up Window:  9a-4:30p
• 📍Location: 6728 Loop Rd. Suite 103 - Centerville, OH 45459
• How to RSVP:  (RSVP by November 14th)

To reserve your pie, please reply to this email with the subject line "RSVP Pie Choice" and include:

1. Your name

2. Your preferred pie flavor (pumpkin, apple, or pecan)

If you prefer to call, we would love to hear from you. Simply call our office at (937) 999-6400 before November 14th and let us know your name and pie choice.

We look forward to seeing you, sharing a few moments of conversation, and wishing you a warm and Happy Thanksgiving in person.