HOW TO START A SAVINGS PLAN

Dear «FRIEND»,

Just touching base with you, letting you know that I am ready to help and lend objectivity and guidance when it comes to financial matters.

Much of my work is also about helping people ramp up their retirement planning – they reach a point where they become more serious about growing and protecting their savings. I am happy to plan for those goals.

Not everyone is a dedicated saver. Indeed, many of my clients are still in the accumulation phase. Today’s new retirement planning is necessarily growth oriented and long range.

How are you doing when it comes to saving and planning for the future? If you or those you know have questions and need some professional insight, contact me at «RepresentativePhone» or through «RepresentativeEmail». I’m an independent financial professional who provides objective opinions to my clients.

 

Sincerely,

 

 

«Paul Serwinek»

«Registered Rep

Posted in Financial News.