Dear Valued Investor,
I'm proud to share with you some exciting news. I've recently been named one of
2018's Top 1,200 Financial Advisors in America by Barron's, a leading financial
magazine. This national recognition represents the efforts of our entire team and,
most importantly, the remarkable relationships and results we strive to achieve for
clients like you.
The annual list highlights esteemed financial advisors based on data provided by
more than 4,000 of the nation's most successful advisors. Advisors were assessed
on varying factors contributing to the quality of their practice. Barron's Top 1,200
State by State is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
This honor shines a light on my commitment to delivering personalized services at
the highest standards. While I am proud to be ranked on such an esteemed list,
please know it does not diminish my determination to continually improve. My
goal- with you and with every client we serve-is to deepen our relationship while
providing objective guidance and assisting you as you pursue your personal and
financial goals.
You are welcome to share this exciting news with family and friends, especially
those who may be in need of trusted financial guidance. The greatest compliments
we can receive are your referrals.
I look forward to speaking with you soon, and am always available to discuss any opportunities or concerns.
Thank you for your continued business and trust.
Sincerely,
Rick Fisher, CFP®
*Securities offered through LPL Financial member FINRA/SIPC
LPL Financial and Barron's are not affiliated.
