Free Retirement Letter to Clients Template
RETIREMENT LETTER TO CLIENTS
To whom it may concern,
I hope you're well. I've decided to retire as a financial advisor effective January 1, 2050, after much thought and family discussions. Thank you for your trust and loyalty; it's been an honor to work with you all.
I've always prioritized providing you with personalized financial guidance. I'm proud of our achievements and the impact on your financial futures. Despite my retirement, your financial well-being remains important. I've selected a skilled team of advisors to ensure a smooth transition.
I am confident in my successors to maintain our firm’s standards of professionalism and service. They will contact you to introduce themselves and discuss your financial goals. Although I am retiring as your financial advisor, I am still committed to your success. Retirement allows me to focus on family and personal interests while staying involved as a consultant.
Thank you again for your unwavering trust and loyalty over the years. It has been an incredible journey, and I am truly grateful to have had the opportunity to work with you. Should you have any questions or concerns, please do not hesitate to reach out to me directly.
Best Regards,
[Your Name]
Financial Advisor
[Your Company Name]
[Your Email]
