Insert Client Name

2018 年 5 月 4 日

[Insert Client Name] [Insert Client Address]

Dear [Prospect],

Thank you for spending some time on the phone today learning more about my firm and the services we provide for our clients. I wanted to confirm our next meeting scheduled for [Date: Time] here at my office. Please contact my assistant, Dayna Adams, at (770) 353-6349 with any scheduling issues.

As I mentioned in our call, I am enclosing a packet of information on Gaynes Financial Services. You will find directions included. I would like to encourage you review it and contact my office with any additional questions you might have.

In the packet you will find a page that outlines the steps in the financial planning process along with some of the necessary information required to start a financial analysis on your behalf. While I understand that neither of us has made a commitment to work with each other a this point, I would like spend our time together focusing on your situation and how I might be able to help you achieve your financial goals. In the interest of making the most efficient use of time in our meeting, I would like you to complete the 1st page of the client questionnaire(name, address, phone, etc.) and bring copies of the required documents to our next meeting. If you can’t find something on the list, just bring what you can. I look forward to the prospect of helping you achieve your financial goals.

Sincerely,

David H. Gaynes, CFP™, ChFC, CFS Wealth Distribution Specialsit

Enclosure

600 Embassy Row, Suite 400 Atlanta, GA 30328 TEL (770) 353-6350● FAX (770) 353-6338 ● www.DavidGaynes.com● E-Mail: [email protected]

Securities offered through Securities America Inc. Member NASD/SPIC, David Gaynes, Registered Representative Advisory Services offered through Securities America Advisors Inc., David Gaynes, Investment Advisor Representative Gaynes Financial Services, Inc. and Securities America Companies are unaffiliated. SA#118216