1. 482 Jacksonville Drive * Jacksonville Beach, FL 32250 *Bus (904) 327-9997 * Fax: (904)
249-8994
www.WahbyFinancial.com
Wahby Financial Group LLC, is not ow ned or operated by NYLIFE Securities LLC or its
affiliates
As part of my effort to add value for my clients, I am certified to offer
a unique educational approach to Accumulation * Retirement *
Business planning called the Macro Asset Perspective® (MAP). The MAP
process helps to maximize the effectiveness of your planning by offering a
clear and concise model showing Where assets should be positioned and
Why. This approach can help you make the most of your strategies and
potentially increase the amount of income available to you when you need it
or retire.
I am sending you this letter because I believe you might greatly benefit from
this type of planning. The MAP is an extensive process that is not product
oriented, so it will be an excellent opportunity to review the type of planning
you’ve done so far. Of course, should you desire any financial solutions to
complete the process; we can arrange a subsequent meeting to provide
alternatives with the appropriate financial and/or insurance products for
your particular situation.
Within the next few days I will plan to contact you to see if you are
interested in learning more about how the MAP process works. I look
forward to talking with you soon.
Continued Success,
Jeremiah D. Young
M.A.P Certified
M: 904.718.1505
O: 904.372.9997 ext 406
E: Jeremiah@WahbyFinancial.com
W: www.WahbyFinancial.com
Jeremiah D. Young
Agent