Re: Article in Investment Executive
Congratulations on the recent article in this national financial newspaper.
This is well deserved recognition and perfectly describes what you do for your clients. Within a short time of meeting you, you became not only a reliable financial adviser but also a trusted friend.
I very much appreciate what you do for me and my family. I trust your always sound advice in my financial matters and you are always available for advice when needed, in all matters.
You always take the time to answer any questions I may have and you always make sure I fully understand your explanations.
I recognize that you play a large role in the lifestyle that I now enjoy in my retirement.