The time has come to retire, and you want to ensure your clients are taken care of. After all, they’ve been with you through thick and thin. The best way to do this is to write a retirement letter to the client’s template. This will help you create a professional and legally binding letter that will give your clients the information they need regarding your retirement.
Remember to include all the relevant information in the letter, such as the date of your retirement, your contact information, and what will happen to your clients’ accounts. Be sure to have the letter reviewed by a lawyer before sending it out. Click here to download our template now!
Sample Retirement Letter to Clients
[Your Name]
[Your Address]
[City, State, Zip Code]
[Date]
[Recipient’s Name]
[Recipient’s Address]
[City, State, Zip Code]
RE: To inform of my impending retirement from Name of Company
Dear Clients,
It is with a heavy gut that I write to you today. After much consideration, I have chosen to retire from my position as your financial consultant. It has been a recognition and a privilege to work with you over the years, and I desire to thank you for delegating me with your finances.
I am confident that the team at [Company Name] will provide you with excellent service in the future. They are knowledgeable and experienced, and they will take good care of you.
I wish you and your company the best of luck in the future. If you would like to get a hold of me between now and [date], please call me at [phone number] or email me at [email protected].
Thank you for everything. It has been a satisfaction working with you.
[Signature]
[Your Name]