ReminderMedia
Month 00, 0000Andrew Jones123 Main StreetKing of Prussia, PA 12345Dear Client,I hope this letter finds you/you both well. I hope you’re enjoying your subscription to American Lifestyle magazine. A few of my/our clients have called in saying that a certain recipe was great or an article brought them back to a place they’ve been. I/we always love hearing those stories.There are four (4) pillars to Wealth Management: Asset Management, Risk Management, Liability Management, and Overall Goal-Based/Lifestyle Planning. I hope this magazine acts as that visual reminder that I/we understand the importance of Lifestyle Planning. It’s in the title of the magazine and it’s the cornerstone of every financial plan.Thank you again for your continued support and trust. Please call me if you ever have any questions or concerns. Sincerely,Richard ChristianWealth AdvisorSenior Vice President ................
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