NET WORTHWHILE™ MOMENTS

#NetWorthwhile

My net worth moment came when I realized that it was OK to withdraw from my nest egg. My advisor helped me understand that all the saving that I had been doing for the last 40 years had paid off. I am able to have the lifestyle that I want, enjoy my passions and my hobbies, and remodel my home. I am more confident and worry less about my financial future.

-Elizabeth W.

This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

Managing finances was completely new to me. Throughout the craziness of life, Blake and Val have helped me navigate life-changing decisions and have enabled me to feel confident about my financial future. I couldn’t have done it without Blake, Val and the SignatureFD team.

-Lynn I.

This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

We are sincerely grateful for SignatureFD’s generous support of City of Refuge. This partnership will enable us to expand our programs, create a lasting impact in the Atlanta community, and provide thousands of individuals with access to all the resources needed to get back on her feet, like Davionne. As Davionne shared, ‘My first day of not being homeless anymore was so overwhelming because I didn’t have to worry about it anymore—the anxiety, the stress, being tired all the time. This place changed and transformed my life.

-Edward P., City of Refuge

This endorsement is from a non-client and may not be representative of all experiences. No cash or non-cash compensation was provided by SignatureFD for this endorsement.

I am hopeful for the future and would love a few years of a bull market environment. Even in a recession I know Signature will make good choices. I feel comfortable working with Colin Sturgis and the group there. When we have our annual meeting Colin is engaging and very knowledgeable. I hope to build our nest egg back up to over a million which is our “sweet spot” but at our age we are not hesitating to take money for the good life. An old friend asked me to go on a safari next year so I am pulling on my funds happily. Thanks for your insight. Keep up the good work.

-Judy S.

This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

Through the generous gift and volunteering, we are so grateful that SignatureFD joined Atlanta Ronald McDonald House Charities in our mission to transform pediatric healthcare access and experiences for families with ill, injured or recovering children. This year we have seen a surge in demand for our services, and because of our partners like SignatureFD, we continue to be their “home-away-from-home” allowing families to focus on what is most important – their child’s health. Thank you again to all the staff at SignatureFD for being a part of this important work.

-Alissa S., Atlanta Ronald McDonald House Charities

This endorsement is from a non-client and may not be representative of all experiences. No cash or non-cash compensation was provided by SignatureFD for this endorsement.

Madelyn’s Fund is grateful to have been Signature FD’s 2022 Signature Giving Partner in Charlotte, NC. As a result of the support we received, hundreds of NICU families received the vital support they desperately needed during their infants’ hospitalization. Families were assisted with transportation to be at the hospital, lodging, household bills, supplies, meals, and even funeral costs for families that faced that devastating experience. Beyond that, Signature FD’s employees worked together on holiday projects for NICU families, as well as volunteered at events to show their support. We are sincerely grateful for the giving efforts shown to us by Signature FD and saw firsthand the impact it made for families during that financially and emotionally stressful time. Thank you from the bottom of our hearts!

-Rachel L., Madelyn’s Fund

This endorsement is from a non-client and may not be representative of all experiences. No cash or non-cash compensation was provided by SignatureFD for this endorsement.

I really do thank you guys. You guys have guided me through navigating what I would do with this sudden infusion, avoiding paying taxes, and managing cash flow going forward. Couldn’t have done it without you.

-Thompson Family

This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

In March 2022, I made the decision to move all of my investments to one financial institution. It was the best decision I have ever made. Blake and the team in Atlanta have devised a comprehensive plan to not only grow my portfolio but have advised me on ways to protect it. In these times of financial uncertainty, it is imperative to have a team that is committed to my long-term financial success. They treat my money like it’s their own.

-Mary Beth R.

This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

Blair has been our advisor for over 20 years. Rather than identifying one particular event, we would like to recognize Blair for listening and understanding our needs and goals. He has done an excellent job of tailoring our investments to our more conservative goals. He listens, understands, and communicates varying options to us as market fluctuations occur. We consider him not only as our advisor, but also a good friend as well. One might say this is what he is supposed to do – it is his job. We think that he has done this exceptionally well for us over 20+ years. We would like to recognize him and his team for that.

-Strange Family

This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

Todd Sheets, Catie Hochstetler, and Elizabeth Burdette led Gordon and me on a process to crystallize our thoughts on leaving a legacy. It is not easy to give money away in a meaningful way, but they helped us sort through the noise to find the organizations that aligned with our values and would benefit from our donations to their mission. We now have a charitable giving plan to execute both during our lifetime and one which will distribute our remaining assets when we’ve both passed away. It is such a relief to have a clear path to support the organizations we care about. In retrospect, it seems very simple. But before our giving plan became simple, it was scattered and ill-defined. Now our giving plan is definitely worthwhile.

-Potter Family

This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

SignatureFD’s contribution to UGA’s Financial Planning program helped us build out space that accommodates supervised service-learning engagements between students and clients, including financial counseling and tax assistance. UGA’s Volunteer Income Tax Assistance program (UGA VITA) provides assistance to hundreds of low-income taxpayers in Athens and around the state of Georgia through virtual services offered in conjunction with UGA Cooperative Extension. UGA VITA virtual services have always been offered from the SignatureFD Observation Room in the Charles Schwab Financial Planning Center (Schwab Center). This year, our long-time community partner that had hosted in-person VITA went in a different direction, and we were left without a spot to provide services in the local community. Providentially, the space that SignatureFD helped renovate proved to be sufficient. We utilized every available square foot in the renovated space, and we ended up helping over 900 individuals and families in the local community prepare and file their tax returns. We also helped over 600 households in rural parts of Georgia through virtual services. It was a record-setting year in terms of the number of people helped, cost efficiency of services provided, and output per student and up supervisory staff.

-UGA (University Partnership)

This endorsement is from a non-client and may not be representative of all experiences. No cash or non-cash compensation was provided by SignatureFD for this endorsement. In 2008 SignatureFD provided $50,000.00 to the University of Georgia Foundation’s Financial Planning Fund. While the donation was in no way related to the recently received endorsement, the endorser has an incentive to tell this story due to the compensation the UGA Foundation received.

Our partnership with SignatureFD this year has been so fun and beneficial for the young people we serve! They sought out creative ways to support our needs, like organizing a luggage drive so that youth can easily transport their belongings. And I don’t mean that they gathered a few suitcases – they showed up with two SUVs packed with good quality luggage of all sizes. The SignatureFD team doesn’t casually take on a project; they full commit and show up in spades!

-Leigh H., Covenant House Georgia

This endorsement is from a non-client and may not be representative of all experiences. No cash or non-cash compensation was provided by SignatureFD for this endorsement.

Philanthropy is a completely new journey for me and my family, with its own complexities, and Elizabeth’s advice and support has simply been invaluable. She has provided meaningful input not just to me but also to my adult children and their spouses. We all feel very fortunate to have had the benefit of Elizabeth’s expertise and passion in our efforts to give back in ways that are both fulfilling and impactful.

-John Lert

This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

My Net Worthwhile moment was when I discovered how to use Qualified Charitable Distributions to make charitable donations and fulfill the Required Minimum Distribution from my Rollover IRA. The SignatureFD team helped me find a meaningful way to support causes I care about while keeping my retirement account in mind.

-Larry D.

This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.