Dear Valued Client,

Spring is in the air! I don’t know about you, but I’m ready for the new season to come. It’s been

a great year so far, but an extremely busy one. Fortunately, with the return of warmer weather

and the end of tax season, we’re feeling full of energy, ready to take on new business, new

projects, and new challenges.

Spring is the season where the world renews itself. It’s a season for growth and a season for

cleaning. Really, it’s the season to get things done. That’s why we wanted to write you a quick

note to say that if there’s anything you want to get done, any new goals you want to set or need help on, please give our team a call. We’re currently conducting reviews and planning sessions with many of our clients, so if you’d like to meet, just give us a call. We can plan in advance your tax situation for next year, do a little spring cleaning on your finances, or review your investment strategy in light of the latest market news.

One more thing, we mentioned that we feel ready to take on new business. We’re currently looking for a select number of new clients—people who can really use my services. So

if you have any friends or family members who don’t have a financial advisor, or who just want

a second opinion on their investments, please let us know. We’ll make sure they get the help they

need.

In the meantime, happy spring! Please let us know if there’s ever anything we can do.

Sincerely,

The Omell Financial Group