TAXES, BARB AND THE BEEF HOUSE
We Cronks sometimes do things a little differently.
Why would anyone, for instance, drive two-plus hours to get taxes done when there are perfectly capable people available locally to complete the task? For that matter, why would we carry our family insurance policies through an agency located two hours away in an opposite direction when we could practically walk to a local insurance agency?
Not that complicated, though.
This year our long-term tax person retired. Brian was chatting with our investment professional and happened to mention this point. She suggested her tax person. We said give us the number. I suppose the question begs: Why do we drive more than two hours to see an investment professional? The answer dates back decades. When our broker opened her agency, Brian’s folks signed on with her and had a great long-term relationship. She is a successful advisor and is fantastic at what she does. We have always appreciated the time and effort she puts into not just our paper finances, but our real lives.
For example, we’ve talked and planned in detail with her for at least 10 years to get Brian to the retirement finish line. We’ve had a plan. It’s wonderful to have a professional understand how and why we think like we do and tailor the particulars with us in mind. So that’s not only why we’ve stayed with her – but why we will probably stay with her tax person as well.
As for insurance, we signed on with a particular company where a dear friend worked decades ago and have seen no reason to change.
I’m all about shopping and buying locally. But local means a lot of things. Local to us means a variety of locations throughout the state where we have close ties, history and heritage. Local means supporting the people who have helped us along life’s path and remaining loyal to them as they are loyal to us.
In my experience, one can feel poorly served or even anonymous in a geographically nearby setting as well as feel “rah-rah local” or close. It’s about freedom, choice, and connecting with the right folks at the right time to serve the right needs.
And besides, whenever we go see our broker or our tax person, it’s a great excuse to drive a little farther and visit our friend Barb and go to The Beef House near Covington. We call that priceless.
2/21/2016 04:54:42 pm
That's right, Debbie. It is about relationship. We're designed for relationships.
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