5 Reasons Why We’re Thankful for Our Clients this Holiday Season

“In these unprecedented times…”

It’s a phrase you’ve probably heard a lot in 2020, and it’s probably one you would be satisfied never hearing again, right? We get it. And, we feel your pain.

However, in spite of perhaps one of the most challenging and interesting years of most of our lives (collectively), we’re choosing to enter the holiday season with a genuine attitude of gratitude. It’s fascinating how difficult times can draw us toward humility and the need for remembering what’s most important in life. That’s why we’re intentionally choosing to pause and count our blessings in a much different way this year. Here are a few of the many reasons why we’re thankful for our clients this holiday season.   

1. We feel like we’re a part of your family.

At Southwestern Investment Group, family is important—from encouraging our team members to put their families first to the unique corporate family of companies, we’re a part of to putting you and your family’s best interests front and center. Through open communication, transparency, and strategic collaboration with our clients, our success comes from helping you achieve yours. Thus, a feeling of family is a natural result of our business model, and we never take it for granted. 

2. You trust our guidance for your wealth planning needs.

One of our core values is to “earn trust, don’t expect it.” We build our relationships through trust. And, it’s that trust that makes our professional relationships continue to grow. It’s in truly getting to know you that we’re able to help you plan your financial life and build wealth in ways that make sense for you and your specific needs. Because of your proven trust in us to serve you in your pursuit of financial independence, we are able to build even more client relationships and serve others in the same way. For this, we are truly grateful!

3. You inspire us with your spirit of giving.

Another one of our core values is making time for the community, and you’ll find that our wealth teams deeply care about the communities we serve. Within these communities, we witness our clients expressing care and concern through multiple charitable giving opportunities and even socially responsible investing. Since charitable giving is a big part of our constant care for your financial plan, we are beyond thankful when we see clients develop a passion for it. It’s truly an honor to help you give to charity efficiently and advantageously.

4. You are loyal.

We operate on a belief that has remained the same since we started our company in 2002: As long as we do what is right for you, your relationship with us will continue, and the word will spread. You remind us daily why this is important, as many of our clients have worked with us for almost two decades now. Beyond continuing to work with us, you tell others about us. For that, we are humbled and grateful.

5. You give us the opportunity to make a difference.

Everyone wants to wake up each day excited to go to work and, ultimately, to make a difference in the lives of those we serve. As our goal is to help our clients with long-term financial solutions, it is most rewarding to work with clients who give us that opportunity to make long-term impacts. From putting your money to work for you to helping you ease the burden of planning for major life events to helping you build a legacy, you allow us to experience the fulfillment and joy that comes with knowing that we’re making a difference in your life.

Feeling Extra Grateful This Holiday Season, Too?

If you’ve also been blessed during the ups and downs of 2020 and are looking for ways to pay it forward through acts of charitable giving and more, our team is here to help guide you in those efforts. Contact us today to schedule a consultation.

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Jeffrey T. Dobyns


President, SageSpring | Financial Advisor, RJFS 

Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best. 

Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades. 

His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville. 

Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.