As we wave goodbye to Tax Season – Almost there – just one more business day!
We say hello to another season.
Proxy Season Reminders
As a most common regular practice, we vote proxies for clients. There are multiple advantages of doing this …
- Your mailbox will not get overblown with massive proxy statements, notices, and voting material
- Being more green – we get one piece of material for hundreds of you, saving the companies money and helping the environment at the same time
- Getting the Vote completed – the vote will get cast, frequently a confusing proposition as near all votes are electronic, but after many completions the systems are know
Are you getting Proxy Statements?
If you by chance are getting proxy notices, please contact us and we will resend and reset the directives to have those proxies sent to us in bulk – occasionally proxy votes will revert back to you via new proxy provider or company changes.
Ahhhh…. it’s a Friday, but not just any Friday … a Masters Weekend Friday – Enjoy!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Proxy Vote – We vote your proxies for you. As we enter the season of the Proxy, we want to re-iterate if you are receiving proxy material, let us know as we vote your proxy material in bulk as a courtesy for you and the respective proxy company. The proxy machine is about to rev up, so watch out and let us know promptly if you are receiving them directly. A special hat tip to Ed Kvale, my dad, who just called with one in his hand…sorry about that dad, thanks dad..we have you covered!
- Proxy Season !
Address changes and any other account related items…We have them covered. Fortunately we have a team of 8 people (formal name Team 16..sometimes named saviours from our standpoint…haha) dedicated to our firm for service requests. They are awesome, just terrific, and know our needs on a constant basis. If you have any account related change, let us know and we can have it completed in fast and efficient time. You are always free to call directly, but if you do your call will not be routed to our team members and may be delayed.
Never hesitate to pick up the phone or hit send on that email to us….We have you covered, that’s our job!
Have a Great Day!
8222 Douglas Ave # 590
Dallas, TX 75225
It’s official, proxy season is here, and judging by the amount of material we are already receiving, it is going to be another busy proxy voting season.
Proxy Season !
Just as a reminder, we take care of your proxy voting. You should not be receiving material in the mail related to proxy voting at this time.
If you are receiving the stacks of reports, please contact Cathy at firstname.lastname@example.org. We will immediately have the materials redirected to our office for review and vote.
Much of the information we receive on client’s behalf is either electronic correspondence or a single packet for multiple recipients, in both cases more environmentally friendly than separate mailings.
Have a Great Day !