Thank you SO MUCH for letting me help make a difference in your retirement. You’ve taken a huge step here towards having a brighter future, and I am humbled that I can be part of it.
See that piggy bank over there?
He’s got a little thermostat on his snout. This is how you can think of your retirement account now. Just like your thermostat at home and in your car keeps you comfortable every day, your retirement account now has a thermostat on it that will tell me what your Comfort Zone portfolio should look and act like.
I want you to be CONFIDENT about:
1) HOW MUCH YOUR ACCOUNT WILL GROW
2) HOW MUCH INCOME IT WILL PROVIDE IN RETIREMENT
This is all that matters, isn’t it?
(Of course it is.)
You should also have received from me by email your first investment instructions (including a link for help setting it up, if you need it), and your Roadmap, which we reviewed over the phone together.
We’re in this together, you and me, so when you have any questions, here’s how you can get in touch with me:
Cell/text: (864) 354-1637
Office/fax/text: (864) 580-6465
This is gonna be awesome. I’m pumped! Are you?