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8. Happiness Factor. As one of our part- ners, Michael Smiley, says in his year- end planning with clients, “What makes you happiest? Set a goal to do more of that, whatever it is, over the coming weeks, months, and year ahead!”
Take some moments out of this busy
time of year for yourself to consider the important reminders above. I think you will fi nd yourself feeling grateful you did. Remember, seeking outside advice from professionals when you need it for tax, legal, or fi nancial advice can make the overall process easier and less stressful for you. If you don’t know where to turn, don’t hesitate to contact us. Wishing you peace and universal support in the days ahead, one day at a time.
PHY S I C I ANS COMMI T T ED TO WE L LNE S S , E X C E L L ENC E , COMMUNI T Y & YOU.
Collaborative Natural Health Partners
MANCHE S T E R - WE S T HA R T FORD - S TONINGTON C TNA TUR A LHE A L TH. COM ( 8 6 0 ) 5 3 3 - 0 1 7 9
Dana R. Mascalo CFP®, RLP®, AAMS®, C(k)P® is a Manag- ing Partner with TrinityPoint Wealth, an independent SEC Registered Investment Advi- sory fi rm in Milford, CT and
Charlotte, NC. Dana advises high net worth clients with complex needs and is sought after by individuals, families, business owners and executives all over CT and the United States. Acting as their personal CFO, Dana looks at a client’s entire fi nan- cial life with a visionary lens, advising on investment portfolios, retirement planning, stock options, life transitions, exit planning for business owners, customized advanced cash-fl ow planning and multi-generational wealth transfer strategies.
This material presented is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicita- tion of any particular security, strategy, or investment product. TrinityPoint Wealth, nor its investment advisory representa- tives are permitted to provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. See ad on page 14.
· Certified Shamanic & Shapeshifting Practitioner · Registered Yoga Teacher: Gentle, Mixed, Shamanic · Certified Hypnotherapist & Regressionist · Spiritual Counselor, Mentor, Reader · Host “The Sacred Journey” TV Show · Workshops, Children’s Circles, Energy Healing · CT Justice of the Peace: Nature Inspired Ceremonies · International Retreats & Cruises: Shamanism, Yoga, & Psychic Development
16 Natural Nutmeg - November/December 2020
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