Sort through the Maze

Date

Mr. and Mrs. Client
Address
Home Town, USA   54321

Dear [Client]:

Too many investment choices?  I can help you sort through the maze. 

Investment management can seem overwhelming because of the number of investment products available.  Would you like help sorting through the maze of investment choices to determine which may be suitable for you? 

I’d like to arrange a meeting with you to evaluate your financial needs and investment choices.  We’ll discuss basic investing concepts, the special challenges faced by women investors and how to tackle them, how to determine your risk tolerance, and ways to balance risk and reward in your investment portfolio.

If you would like to start an investment strategy but don’t know where to begin, or if you simply want to learn how to make the most of your money, please call me today at (phone #). 

Sincerely,

[Your Name,] [Title]

[Institution]

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