TOEIC ETS

Westmouth Financial Services 1311 Paul Street Exeter EX8 9YJ, United Kingdom 14 July Dear Ms. Tartal, I am writing to notify you of some upcoming changes regarding your retirement investment account at Westmouth Financial. - [1] -. Firstly, as you may already know, your primary financial services advisor, Felix Reardon, is retiring next month. - [2] —. I have over fifteen years of experience working in personal finance and have worked at Westmouth Financial for three of those years, helping over 25 clients meet their retirement goals through savvy financial planning. I am excited to help you continue this journey. Secondly, I would like to schedule a time to meet or talk with you about your current portfolio. — [3] —. We could meet in person or just have a simple phone or video chat, but it would be good for us to touch base to plan your investment strategy for the next ten years as you are nearing your retirement. Along those lines, I specifically wanted to see if you were interested in shifting some of your funds into more stable assets like bonds and annuities. — [4] - I usually recommend shifting into these safer options as you get closer to retirement. Please feel free to call me or send an e-mail so we can arrange a time to talk. Thanks, and I look forward to speaking more. Sincerely, Rita Hidayat Rita Hidayat, Account Manager

What is indicated about Ms. Hidayat?