Dear Constant Investor,
This is a letter of thanks and blessings. We want to thank you for being great clients. This was our number one year for client advocacy! You have asked us to speak to your groups, introduced us to friends and family, and sent coworkers over who are retiring. You have sent your children to us to review their resume and buy life insurance when they get married. We helped your colleagues and friends rollover their retirement plans to accounts they can actually control. We want to thank you for making us one of the number one wealth advisors as featured in Philadelphia Magazine for 2013. It is a privilege to be a part of your lives. Have a Blessed Christmas and Happy New Year!
The Clark Associates Team