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If you have any concerns, please call us at (574) 722-4222.

Thanksgiving Basket Drawing

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Thanksgiving Basket Drawing

thanksgiving card 2017
Dear Clients:
I’ve enjoyed working with you and your family over the years. I hope you feel the financial guidance I’ve provided has been valuable.
Do you know friends, relatives, or co-workers who:

  • want to be financially comfortable in retirement?
  • are unhappy with their current investment results?
  • have complained about the taxes they pay each year?
  • have left, or are leaving, a company and have to make decisions regarding retirement plan distributions?
  • have a financial advisor who has retired?
  • would like timely advice from a financial advisor?
  • would like a “second opinion” regarding their investment plans?

If you know anyone who could use our services, please send us their names.  Simply email Sharon at sharon.musselman@lpl.com before November 21st  with the name, phone number, and address of your referral.  You can be assured that our conversations will be kept in the strictest confidence. I would simply mail an introductory letter to the contacts you provide me, letting them know you have given me their names.
If you provide us a referral, we will enter your name into our drawing for a Thanksgiving Feast Basket from Kuns Kountry Kitchen filled with homemade goodies which includes a pumpkin pie!
Thank you for the continued opportunity to serve your investment needs.
David J. Workman, AIF®
LPL Registered Principal


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For more information about our services, you can call our office at 1 (800) 533-4370 or 1 (574) 722-4222 You can also email us at sharon.musselman@lpl.com.

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Phone: 574-722-4222

Phone: 1-800-533-4370

sharon.musselman @lpl.com

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1529 E Market Street, Logansport, IN 46947

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