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32 Virginia Ave, Beverly, MA 01915queenvestllc.com (617) 675-5073REGISTERED INVESTMENT ADVISER LIFE & FINANCIAL PLANNINGThank you. You%u2019ve Made An Important First Step%u2026Dear Friend,Hello, and thank you for connecting with Queenvest. I want to commend you for taking this important step toward securing your financial future. The fact that you%u2019re reading this message tells me you are deeply committed to creating a financial plan that helps secure your goals for retirement.This packet contains a treasure trove of insights to help you make informed decisions about your financial and retirement plans.Please take your time and explore each section at your own pace. Here%u2019s a preview of what%u2019s inside:A Message from Ruzanna Queenan: Gain an understanding of who I am and why I%u2019m committed to helping you achieve your financial goals.Who Depends on Queenvest: Find out how we cater to the unique financial planning needs of investors, ensuring that every stage of life is met with thoughtful, strategic planning.Take the Quiz: Engage with a series of questions designed to help you evaluate whether my comprehensive financial planning strategies align with your needs.What to Expect When You Say %u201cYES%u201d to Queenvest: Learn how I assess your current financial situation and planning needs and the steps we take to develop a personalized plan that%u2019s right for you.My Services: Discover the full range of financial planning services I offer, including Retirement Planning, Wealth Management, Tax Strategies, and much more.Meet Ruzanna Queenan: Get to know me, learn about my extensive background in financial planning, and discover how I%u2019ve earned a reputation for crafting robust financial strategies that protect your wealth and ensure your peace of mind.Testimonials: Hear from investors like you who have partnered with Queenvest to secure their financial futures.My Promise To You: Understand why choosing Queenvest is the best way to ensure your financial goals are realized and your retirement plan is fortified and equipped to allow you to live life on your terms and in the style you choose. Gift Brochure: I%u2019ve included a special offer just for you, something I%u2019m confident you%u2019ll want to take advantage of.If you%u2019re ready to advance with your financial plan, you%u2019ll find that investing time in this packet is a wise move you%u2019ll be glad you made. Should you wish to speak to me directly, please call 617-675-5073.I look forward to working with you and helping in every way I can.Sincerely, Ruzanna QueenanRuzanna Queenan, CFAPresident, Queenvest LLC