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 email@example.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