Here to help with Financial Planning
Just a quick note to touch base with you to, once again thank for your past business and to remind you that __(I/we)__ __(am/are)__ always here for you to help you with any of your financial planning needs. It is important to know that __(I/we)__ __(am/are)__ very committed to providing you with the best financial expertise and service. If ever you have any questions or need help with your financial investments, please know that all you have to do is pick up the phone. I am here for you.
__(I/We)__ greatly appreciate you as my customer, __(first name)__, and it is __(my/our)__ hope that we will share a long and trusted business relationship. Please don’t hesitate to call me directly at __(phone #)__.