I’ve been honored that you have placed your trust in us and my firm. I take this trust seriously, and it is my sincerest hope that my guidance and representation was of the highest quality, meeting or exceeding your needs and expectations
As we look forward to a brighter future in 2023, we have to remain vigilant and prepared as possible for as many unforeseen events that may affect your financial security. I appreciate having been able to assist you in the past and wanted to assure you that I am here if you need me for any reason in the future.
Thank you again for your trust. I look forward to working with you in 2023 and beyond.