Dear valued clients,

It has been a pleasure working with you all for so many years. Your diversified portfolio has helped you do well during the good times and help to minimize the damage during the bad times. Many of you have won the financial battles and are in or near retirement.

This publication provides some great ideas to help you enjoy your free time.

Thanks for your support and don’t forget to schedule your annual update meeting so that we can review your portfolio.

Sincerely,

Martin Preston
Preston Financial Strategies
1.800.427.5555
martin@prestonstrategies.com

Disclosures

Welcome,

We are glad that you could attend our retirement planning seminar today. Many individuals have found the information presented here to be of great value. We have been refining and upgrading our material for the last eighteen years. We have also been licensed security representatives for a combined thirty-one years.

If our retirement income planning process makes sense to you, please call us to set up a time to get acquainted at no charge in order to help us understand your specific needs.

Our goal is for you to enjoy your retirement (by doing many of the things described in this publication) while leaving the implementation of your retirement plans to us.

We look forward to meeting with you.

Sincerely,

Martin Preston
Preston Financial Strategies
1.800.427.5555
martin@prestonstrategies.com

Disclosures

Dear valued clients,

I first want to thank you for making our winter event a true success (even if you weren't able to make it). The recent move to our new location has brought with it new challenges but it has also greatly improved our ability to serve you.

Please feel free to stop by our new office anytime. It has been and continues to be a pleasure working with you!

Sincerely,

Martin Preston
Preston Financial Strategies
1.800.427.5555
martin@prestonstrategies.com

Disclosures