Discover & Do More This Year!

Isaiah 43:18-19 “Forget the former things; do not dwell on the past. See, I am doing a new thing! Now it springs up; do you not perceive it?”

As we step into 2025, we encourage you to follow your heart and embrace something new—in your personal life and the communities you influence. 

Why? Because the truest measure of your wealth is about so much more than just money. Because taking a step this year to unlock your wealth and your life more would be a good thing for you and those you care about!

Let’s leave 2024 behind and pursue what truly matters in 2025. Together, let’s discover and do more. 

We look forward to hearing your stories of miracles, blessings, challenges, growth, changes, experiences, and everything else you are freed up to do this year! If we can help you as you pursue this, please reach out. We would love nothing more than to partner with you and your family and support you as you seek to take your life and your legacy to the next level!

Our Trove Vision is to:

Set free $1B in private wealth, as we empower as many people as possible to discover & do what they care about most.

As you ponder 2025, what is the one word you want to hold onto as a theme to keep with you and to remind you to show up in that way to your world this year?

Something to Reflect On:

Ask yourself these two important questions:

What do I want?

  • What’s an exciting picture of what you want to happen in and through your wealth and life (your money, your assets, your income, your family, your relationships, your skills, your knowledge) in 2025? Make this your Compelling Vision and consider sharing it with one or more people you trust and love.
  • What’s one SMALL action when done consistently over this year will make a BIG difference in your life?

Be intentional, get out of whatever box you may be stuck within, have fun, and make a difference for who and what matters most to you!

If you choose, 2025 can be your most impactful year yet! Cheers to taking positive steps that will transform your life—and the lives of others—for the better. 

Peace.

Disclosures:

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment advisory services offered through Valmark Advisers, Inc. a SEC registered investment advisor, 130 Springside Dr., Suite 300, Akron, OH 44333-2431, 800-765-5201. Trove Private Wealth is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.