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HERON
FINANCIAL
GROUP, LLC
CLIENT
SERVICE
UPDATE
October 26th,
2009
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Option to
receive monthly statements as e-mailed PDF's
Select clients including all our international clients have
received their monthly client letters and statements
as e-mailed PDF's since September 2008. At this
point in time, we're satisfied with the process and
will extend that option to all clients that would prefer
e-mailed statements rather than mailed statements.
If you are currently receiving the e-mailed statement, you
do not need to respond to this message.
If you prefer the e-mailed statements, just reply "Yes!"
to this message.
If you prefer your current mailed statement, do nothing.
You can also sign up to received e-mailed Fidelity's custodial
statements and confirms at Fidelity.com.
If you have never used Fidelity.com and need
help setting up an ID, please contact us. Fidelity
offers a host of additional services through their
website that we believe our clients should be taking
advantage of. Details of these services will
be provided in a future client service update.
Yours sincerely,
David Edwards
President
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Heron Financial Group, LLC, is an SEC registered investment advisor providing
fully managed investment and wealth management services
to individuals, families, trusts, defined benefit plans and
corporations.
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HERON
FINANCIAL
GROUP, LLC.
www.HeronCapital.com
(800)
99-HERON
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