May 2016

November 15, 2019

May 16, 2016

Dear Client,

For the last few years I had been being successfully treated for a very rare form of appendix cancer. However, recent circumstances have taken a turn for the worse, so I have written this letter to be mailed to you after I die.

Fifteen years ago, our business formalized a Succession Plan. The plan was designed to ensure that in the event of the death of an owner, the business would continue, unchanged, to provide guidance and the financial service you deserve and are accustomed to receiving. As you have been informed, this Plan was completed in October, 2015, between me, Atty. Kathleen Fowler, Coral Murphy and Bryan Bastoni, CFP.

For over 40 years, my vision was for Pearson Financial Services to be that place where all your financial, legal and tax issues could be resolved and where my family and yours can go for the best financial outcome.

I am completely confident that my co-owners will maintain that level of excellence and expertise that we have all worked so hard to put in place. And, I also know that this team of experienced professionals will continue to excel at taking care of our clients for generations to come.

I thank all of you for your many years of confidence, trust and friendship.

(9/6/1945 – 5/11/2016)