Greenbook Merges with Advanced Equities

July 10, 2006

Dear Clients & Friends,

Greenbook Financial Services is pleased to inform you that our company has enhanced its ability to guide doctors to financial independence by joining the Advanced Equities Financial Corp. family of companies, a rising star in the financial services sector. The merger is a result of Greenbook’s continual dedication to improving its ability to serve the doctor community with a multi-faceted integrated planning platform designed to meet the distinct needs of physicians and dentists.

This merger also supports Greenbook’s commitment to cutting-edge product development, which will expand our offering to best meet the evolving needs of doctors across every specialty. The result is a more powerful, forward-thinking organization focused squarely on the financial health of our valued clients.

Greenbook doctor clients will soon have access to investment strategies that in the past were primarily limited to institutional investors, not private investors. That’s because Advanced Equities has established itself as a leader in providing late-stage private equity financing to emerging companies backed by some of the world’s premier venture capital firms. With the addition of Greenbook, Advanced Equities is now also developing a focus on private equity financing for healthcare and life sciences companies.

And because of our new affiliation with Advanced Equities, these and other great opportunities can be available to qualified and accredited investors through your Greenbook Financial Advisor, who will undergo a rigorous orientation program covering the following:

    • the breadth and depth of the new strategies and programs
    • how our expanded offering applies to existing doctor clients
    • how it can help you achieve your financial goals

I encourage you to seek the counsel of your trusted Greenbook Advisor regarding the positive impact the Greenbook/Advanced Equities merger—and our enhanced planning platform—can have on your financial future. I look forward to communicating additional good news as we continue to find new and improved ways to service your needs and achieve your objectives.

Sincerely,

Robert S. Holcomb
Chief Executive Officer
Greenbook Financial Services

Download the Advanced Equities press release in PDF format

GB269.070506