The market this week: A letter to our clients

May 07, 2010

Dear friend:

I’m sure you have seen the media coverage of the market volatility this week, and I wanted to take a moment to let you know that my team and I are monitoring the situation very closely. I am confident in the plan that we have so carefully developed to manage your assets.

You can view the services we provide as an ark that prepares you for the tumultuous storms that occasionally threaten your financial security. Unfortunately, the volatility we are experiencing is becoming the norm, rather than an anomaly. The reason we developed your plan from the outset is so that we would be ready for market fluctuations.

Rest assured that I have your best interests in mind and that I will keep you posted with regular updates. For now, know that our planning has helped protect your assets and that we are looking at ways to take advantage of the situation to your benefit.

If you would like to talk in greater detail, please call me anytime at 504-377-7500.

Best Regards,

Brad F. Fortier, CFP®