By Bryan Trugman, CFPⓇ
At Attitude Financial Advisors, we believe that there is more to wealth than just building it, especially after the stress and uncertainty of the last two years. Our firm has a history of community involvement, and we’ve made giving back to others a foundational component of our business philosophy.
We’re fortunate to be able to use our resources and our firm’s influence to make a difference in our community and, in so doing, serve as a catalyst to others. From volunteering time and expertise to making financial contributions, the impact of giving can be substantial and truly create a success that is shared.
Serving Our Communities
As in previous years, Attitude Financial Advisors has chosen to donate to a local charitable organization on behalf of our clients. We are proudly supporting Island Harvest, an organization well recognized for its efforts in combating hunger across Long Island. Island Harvest has become Long Island’s largest hunger-relief organization with a superb track record over the course of many years. Their efforts in combating hunger continue to help many of our fellow Long Islanders that have been impacted by unfortunate events beyond their control.
Through its various programs, Island Harvest provides a vital service in supplying needed food to help reduce the challenges of hunger across Long Island. We certainly hope you feel honored that a contribution made on your behalf will be used to help feed those in need and perhaps one day help to end hunger on Long Island.
Generosity Is Always Worth It
It’s because of your support of Attitude Financial Advisors that we can give back to our community in such impactful ways. We encourage others to cultivate an attitude of generosity by thinking of ways to pay it forward, especially as we look ahead to the new year.
If you would like more information about our firm, our role in the community, or how we can help you build charitable giving into your financial plan, we’d love to hear from you. Please feel free to reach out to me via email at email@example.com or give me a call at (516) 762-7603.
Bryan Trugman is managing partner, co-founder, and a CERTIFIED FINANCIAL PLANNER™ practitioner at Attitude Financial Advisors. With more than 13 years of experience, Bryan specializes in addressing the financial needs of new parents as they seek to realign their finances, assisting divorced individuals as they navigate an unforeseen fork in the road, and strategizing with those seeking to accrue a dependable retirement nest egg. Bryan is known for being a good listener and building strong relationships with his clients so he can help them develop a customized financial plan based on what’s important to them. He is passionate about helping his clients experience financial confidence so they can worry less and play more. Bryan has a bachelor’s degree in industrial and systems engineering with a minor in mathematics from State University of New York at Binghamton.
He has served on the board of the Financial Planning Association and continues to be actively involved in the national organization. He is also a member of the Plainview-Old Bethpage Chamber of Commerce and has served as its vice president and as a board member. When he’s not working, you can find Bryan on the ballroom dance floor or engaged in a fast-paced game of doubles on the tennis court. To learn more about Bryan, connect with him on LinkedIn.