Annual Update to All Employees

To: All Employees

From: Jacob Siebert, CEO

Subject: Annual Update on Company Progress

22 February 2020

Our company has had significant growth this past year. We have great pleasure as a team knowing that we have exceeded our growth expectations for 2019.
Compared to target growth of 150 new clients, we reached 225 new clients. Our assets under management grew $18 million this year from new clients. Total assets under management have finally reached $100 million, due to exceptional investment growth and client recruitment.
Client retention has stayed at 96%, while there is still room for improvement, we have consistently stayed far above the national average for a financial advising firm. Our business will continue holding our primary market of military and veteran families, while we continue expansion into our secondary market of medical doctors.
With growth strong, loyal customer bases, and superior returns last year we are in a strong position to continue our success. Keep up the excellent progress and do not hesitate to ever reach out to me or the rest of management for any issues.

Jacob Siebert

Founder and CEO of Veteran’s Financial Advising