Wednesday, October 7, 2009

Debt-Free Living, College Savings, Investments and more!


Shanna and I trust that you and your family are doing well!!! Changes are many in the Ramsdell Home.

* Adoption this summer. Eli,
* Launch of New Business,

We are deeply grateful to have such a wonderful group of friends and clients. As I sat and talked with a couple of parents last night I realized that it would be good to let Shanna's clients/friends know what we were doing.

First, I want to thank some of you for doing business with Shanna. I'm sure you agree with me in saying she is one of the best Music Teachers in town, of course, I am a little bias. While she has gone to daytime lessons only, we remain blessed by the great students and families she works with.

Second, on behalf of our family and the new business, I wanted to ask for a favor. I would like to ask for the permission to introduce you to the new Edward Jones Investment practice beginning this month, and ask for permission to call on you later for personal conversation about financial planning and goals, possible referrals, and feedback.

Third, and lastly, I would deeply appreciate you checking us out at, and sending me a reply email to confirm you took a second to consider my request and confirm that you don't mind me reaching out to you later in the Fall.

Personal Comment: We will eventually have an Open House or Grand Opening and would love invite you and your family. I'm sure you know by now, Shanna and I have the heart of a pastor, love to teach and love to see families built up, successful and thriving. I believe this will be a powerful expression of these same elements. One of the reasons I agreed to work with Edward Jones is the fact that they are a Full Service Firm who has the best partners, tools, research and practices in the Industry, useful for helping any family meet their financial goals, along with the personal touch of a local Personal Financial Planner, meaning, I can trust them and so can my clients. We have NO proprietary products to sell. We have thousands of local offices, but you get "one" State & Federal Certified Advisor to help your family build and leave a financial legacy as well as accomplish short term goals. Full Service means, retirement, college saving, checking, saving, CD's, insurance, stocks, bonds, annuities and more, delivered through the personalized, high touch and convenient service of your own Advisor. My focus on individual families & small business, along with non-profits, will allow me to pay special attention to each client.

I will love to call or drop by to pay you a personal visitl, but until then, let me say a very special and sincere THANK YOU, for being a great part of Shanna's Music business over the years and great friends. THANK YOU for considering being a "foundational friend" to the new Edward Jones family I am beginning.

Have a great and wonderful Fall. Feel free to call or email anytime. Blessings on your home.

Billy Ramsdell
Cell 290-2449

No comments:

Post a Comment