Financial Planning Services Introduction

Dear …

I am pleased to take this opportunity to introduce myself to you and to let you know of the services that I offer.

My name is __(name)__, representing __(name of company)__. I specialize in expert financial planning. My goal is to help you find better ways to manage your cash flow. Whether you have just started to think of financial planning as a strategy in goal setting or you are expanding your current investment portfolio, I am here to help you.

I can offer guidance to you in your tax strategy and lead you to the kind of investments and planning that will help you to achieve your goals. My commitment to you is to provide you with knowledgeable advice and superior service.

Please feel free to contact me from at __(phone #)__ to set up an appointment of your convenience. I look forward to being of service to you and hope to hear from you soon.


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