Dear Valued Client,

I’m writing with an important update about my practice and, more importantly, your ongoing service.
After many years serving clients and families through Premier Life Planning, I’ve decided it’s time to begin my retirement. To ensure you continue to receive attentive service and support, I have entered into an agreement for Lonestar Registered Investment Advisors, LLC and M&M Wealth Management, LLC (collectively, “Lonestar”) to acquire my practice (and associated assets).

This decision to partner with Lonestar was made carefully, with one goal: continuity for you. Lonestar has the team and infrastructure to support you day to day while maintaining the client-first approach that has always guided my work. I will be working closely with Lonestar through the transition to help ensure a smooth handoff and a high-quality experience.

To help ensure continuity and to complete the repapering process, Premier Life Planning will share limited client information with Lonestar for transition and servicing purposes. Lonestar will treat your information as confidential and protect it under its privacy and security policies. If you do NOT want your information shared with Lonestar or do NOT want to transition your relationship, please notify me by emailing me at gary@safeadvice.com or calling me at (817) 737-6818.

It has been a privilege to serve you and your family. I’m grateful for the trust you’ve placed in me over the years. I’m committed to making this transition as seamless as possible, and I’m confident Lonestar will serve you well.
Sincerely,

Gary L. Wright

   
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