I wanted to reach out to you and introduce myself. I’m excited to have been approved as a vendor for your district’s 403(b) and 457 plans.
This means that my years of experience in the financial industry are now at your service. I’m available to guide you in building a savings strategy that is tailored to your unique situation and life goals, as well as assist you in making adjustments along the way – throughout the stages of your life and career.
Let’s sit down soon and take a look at the strategies available to you.
Your workplace retirement plan can be a key component of your retirement savings strategy. If you haven’t yet enrolled, I can help. If you have, I’d like to meet with you for a review – to make sure your approach is aligned with your current circumstances, your long-term goals, and your future aspirations.
Please contact me at your earliest convenience, so we can set up a time to meet. You can reach me via email or phone and let me know what dates/times work best for you.
I hope you’ll take advantage of this opportunity. I look forward to meeting with you, face to face!
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.