Newsletter for NewlywedsCongratulations!
If you’re reading this, you’re
probably in the middle of one of the busiest and most exciting times of your
lives - preparing for your wedding. I know how you feel – in April 2005
my wife and I were married in Newport Beach and Gene Higa was our photographer.
Gene is not only a talented photographer, but also an exceptional human being.
Carol (my wife) and I feel extremely blessed that we are Gene’s clients.
He not only shot our wedding and engagement sessions, but also my proposal (on
bended knee) and our rehearsal dinner!
In addition to working with my family, Gene has also been a client of mine for several years. During this time, we have shared a successful and productive relationship. In one of our recent meetings, Gene asked how he could introduce me to all of you. So, to begin with, let me introduce myself. I am a Financial Advisor with Royal Alliance Associates, Inc., one of the country’s largest independent broker-dealers. In addition to my MBA in Finance, with an emphasis in Investment Management and Markets, I am a Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). My credentials allow me to offer my expertise in tax preparation, college funding, investments, annuities, retirement services, life insurance, disability insurance, and long-term care insurance. My approach allows me to offer my clients a centralized source for their financial needs. Working together, we strive to meet their goals and needs efficiently and effectively. As Gene and I continued to talk we worked out a plan where two significant services are offered to each of his clients First, I have developed this Newsletter for Newlyweds just for Gene’s clients. It is designed to help answer some of the key questions I receive from newly married couples while analyzing their present financial situation: A. Do we need life insurance and, if so, how much? B. How should we go about saving for a house? C. How do we plan for college expenses once we have children? D. Are we going to have enough money saved to enjoy retirement together? The second service that I am offering is a complimentary, no obligation financial consultation for Gene’s clients. Simply call my office at (949) 218-1211 or e-mail me at bhaas@royalaa.com to schedule an appointment. Although you are extremely busy now, please take a moment now to set up an appointment so that we can meet soon after you return from your honeymoon. I look forward to meeting with you and helping to ensure that you start your married lives together on sound financial ground. Posted: Sat - April 21, 2007 at 02:51 PM |