“On behalf of Carleen and myself, please accept our sincere thanks to you and your associates for the ongoing good management of our financial affairs. Together, in early 2005, we prepared a long term retirement strategy with a focus on providing a comfortable revenue stream, while preserving wealth and minimizing taxes. Since that time we have completed regular reviews and updating. The plan is working!
Our periodic consultations, with your ideas, advice and guidance, are always much appreciated. It is also comforting to know that you are available to provide added direction and perspectives on our financial issues and concerns as needed. As you know, we would not hesitate to recommend your service to friends and others. Thanks again for both our close working relationship and your friendship.”