February 4, 2014

Thank you for meeting with me yesterday for our Periodic Review.  I appreciate you taking the time to meet with me to review not only my financial portfolio, but also my plans for the future to ensure I am Retirement Ready!   I always come away from my meetings with you feeling very positive about the future, with any fears I had being banished.   It’s a good feeling.   I also appreciate receiving your comprehensive briefing notes, to refresh my memory when and if required.  S.T.

 

Ted Wernham
Ted Wernham

Ranked # 1 in London by MDRT, the Premier Association of Financial Professionals. retirement income manager, Host Retirement Ready! Radio on AM1290 Ted Wernham