Time to read: 6 Minutes
At The Tranel Financial Group, part of our culture is being grateful.
We’re grateful for our clients and the partnerships we’ve built over the past 37 years. We’re grateful to have an incredible team full of individuals who are dedicated to serving their clients and uplifting each other. And we are grateful to be a part of so many incredible communities.
From Wisconsin to Florida, Oklahoma, and, of course, our home state of Illinois, we are proud to not just serve our clients in these areas, but grateful to be ingrained in the communities they are a part of.
Because of this, we understand the importance of caring for the communities we are lucky enough to work in. We look for opportunities year-round to give back and make a meaningful difference in the lives of those around us.
Ways We Give Back.
We’re lucky that The Tranel Financial Group team is full of individuals who are passionate about giving back to causes and organizations, and participating in events that make a difference, and we strive to give them opportunities to do so.
One way we do this is through Volunteer Days. If there is a charitable event or drive a member of our team wants to participate in during the week, they’re able to use a volunteer day to participate. One example from this past year is Sara Ismach, our Accounts Opening Coordinator. During a day of volunteer with the United Community Outreach Ministry of Jacksonville, Sara helped unload the truck, organize food items and boxes, and prepare bags of essentials for people in need. She described the experience as “amazing and meaningful.”
Throughout the year, we also completed initiatives as a team, including creating Valetine’s Day cards for veterans, food drives, volunteering at Bernie’s Book Bank, and sponsoring a family through Walk Into Abundance.
Walk Into Abundance.
We’ve worked with Walk Into Abundance program several times to sponsor a family.
Rather than giving a one-time donation, the program aims to address the unique challenges a family is facing in a way that helps them get back on their feet and be successful moving forward.
We love working with this program because it aligns with our beliefs, as well. We believe that meaningful change happens when we walk alongside members of our community in need and find ways to empower them. With the families we support, our goal is to help them overcome challenges that are having a negative impact on their current lives and give them the resources and tools they need to create a successful future.
Our Legacy
When discussing retirement and estate planning, we often ask our clients what they want their legacy to be.
Their answers are varied and unique, but we often find that they want to be remembered for their values, their generosity, and their impact.
We’re no different. It’s why our team is passionate about empowering our clients with education, resources, and guidance. It’s why we place such a high emphasis on financial planning that helps our clients reach their ideal lifestyles and achieve their goals. It’s why we give back to our community and work to help those around us.
We’ve built a culture, and hope to build a legacy, of caring – and it’s one we are very proud of.
All securities through Harbour Investments, Inc.. Member FINRA / SIPC. Investments are not FDIC/NCUA insured. No bank or credit union guarantee. May lose value. Harbour Investments, Inc. is a Registered Investment Advisor with the SEC. The Tranel Financial Group is an independent firm not affiliated with Harbour Investments, Inc..
Note: This content is for informational purposes only and should not be considered financial or tax advice. Please consult with your financial or tax advisor for guidance tailored to your specific situation.