31/10/2024
Dear Valued Clients,
I am reaching out to share that I will be moving on to a new opportunity and will no longer be serving as your financial advisor at Liberty Life. It has been a privilege and a pleasure to support you in your financial journey, and I am sincerely grateful for the trust you have placed in me.
Over our time working together, we have navigated markets, celebrated milestones, and worked towards meaningful goals. I am proud of what we’ve accomplished, and I want to assure you that you, and your portfolio, will be left in excellent hands. The team here is dedicated and equipped to continue providing the same level of guidance and care you’ve come to expect.
Thank you once again for allowing me to be part of your journey. I look forward to seeing the success and stability you continue to achieve.
Warm regards,
Mike
