Hello and good morning!
Today, we are launching what we believe to be the most valuable service we offer our clients, the ability to simplify their family’s financial life while securing the lifestyle you have sacrificed for. Robert would like for you to take advantage of this new service.
Edwards & Associates Financial Planning, Inc. will provide you an online Personal Financial Planning organizer. You will have a single personal website, available from your PC, MAC, IPhone, IPad, Tablet….anywhere you are. You will be able to manage your entire financial life down to the mileage and hotel rewards you earn.
Our online financial organizer is only a part of the comprehensive planning you will have at your fingertips:
• Retirement planning updated daily with your account values
• Track accounts managed by different advisors (E*TRADE, Merrill, TD, etc…) all in one place for your convenience
• Education planning
• Debt management
• Risk management ( a list of your insurance contracts, policy #’s, contacts, benefits, premiums)
• Online Vault for document storage (Tax returns, etc…no more mailing docs to us, simply upload)
• Online Financial workshops
• Asset Allocation Analysis
• Risk Tolerance testing for your investment portfolios
• Easy access to reports (Personal Balance Sheet, Net Worth Statement., Insurance summary, etc…)
We believe this is to be the single best opportunity for you to achieve your financial goals. We look forward to serving your needs through the use of this valuable tool. You can be confident that your financial data is secure. We use state of the art encryption.
Robert and Matt Winebrenner, the newest member of our team, will be hands on with this service and they both look forward to working closely with you.
If interested, please email me, Donna Ashton, The Director of Client Relations, at email@example.com and we can get started immediately.
I will be contacting you all about this personally as well, so expect a call from me at some point in the next few weeks, starting today. My phone call will be followed up by an email and an attachment and Matt will send you a video.
Again, email me if you are interested.
Director of Client Relations