Recently, I had the pleasure of helping Karen Walman with some financial security matters. Karen was so pleased with the results that she thought you might be interested in hearing about the services we offer.

Enclosed is a brochure, which will give you some information about who we are and the kind of work we do.

I'll be calling in a few days to introduce myself and schedule a brief, mutually convenient meeting. Please feel free to contact Karen if you'd like to know more about the work we've been doing.

Sincerely,