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.

Sincerely,

David J. Workman, AIF®

LPL Registered Principal