Greetings!
I am looking forward to our partnership in 2012 as we work together to ensure your future prosperity and happiness. Please call me with any questions, suggestions or to discuss any concern throughout the year.
As part of my ongoing commitment to each of you, I have included in my annual letter a 2011 end-of-the-year review and an outlook for our new year, 2012. Both articles provide thoughtful insights into economic and market conditions. The look forward into 2012 is by Bob Doll, Chief Equity Strategist for Fundamental Equities at BlackRock®, a premier provider of global investment management and advisory services.
I want to thank you for being such a pleasure to work with during 2011. I feel so fortunate to have appreciative and dedicated clients like you. I look forward to our interactions in 2012 - not only as we work together to achieve your financial goals, but also to hear about events in your lives and the lives of your families.
Included in this e-mail are links to the annual letter and two downloadable checklist pdf files for your use. To access these, please click on the links below.
What Beneficiaries Need to Know.pdf
Beneficiary Checklist.pdf
Yours truly,
Melissa J. Stein,President
CFP®, CRPC®
Financial Advisor*
