I would say you assist me in evaluating my financial goals, to make sure they're based in reality, to assist me in achieving those goals, and evaluate them on a regular basis to make sure we can stay on track to achieve them. I also appreciate how I understand you evaluate investments, how you categorize them based on risk and the services you use as a check and balance on your recommendations. Most importantly I appreciate your confidence in how you make decisions.
J.L.
Thank you for all of your counsel and interest .Also thank you for taking your time to help us with the last will and testament matter. Much appreciated.
J.R.
Thank you for the help and the guidance! We both really appreciate it.
TC
Yes, we enjoyed meeting with you, also. I received the emails and should be able to work on that tomorrow. It was a crazy weekend but things should get back to normal. Thank you!
E.Q.
Thanks for all your work for us! Sure is nice having someone we can trust.
L.B.