3 years ago we sought your services to advise us on planning for our financial security in retirement. Since that time we have had several meetings with you and your wonderful team, which have served a number of purposes including our retirement expectations and longer term estate planning. This was achieved in a very professional manner, while at the same time putting us totally at ease. You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led us significant savings. You always explain everything thoroughly and we never feel uncomfortable asking questions or expressing an opinion. I highly recommend... read full review
September 2022
Brad and his team are wonderful. On every occasion they have always made our concerns their priority. In 2013, we had to take a medical retirement and were very anxious about how we would survive, financially. He assured us that we would be okay and mapped out a logical strategy that would keep us comfortable. Over the course of this tenure, we have amassed a bigger pot and, truly, are at the point of enjoying our retirement. We are not his biggest client, by any stretch, but he treats us like we are. We couldn't be happier!
3 years ago we sought your services to advise us on planning for our financial security in retirement. Since that time we have had several meetings with you and your wonderful team, which have served a number of purposes including our retirement expectations and longer term estate planning. This was achieved in a very professional manner, while at the same time putting us totally at ease. You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led us significant savings. You always explain everything thoroughly and we never feel uncomfortable asking questions or expressing an opinion. I highly recommend... read full review
Brad and his team are wonderful. On every occasion they have always made our concerns their priority. In 2013, we had to take a medical retirement and were very anxious about how we would survive, financially. He assured us that we would be okay and mapped out a logical strategy that would keep us comfortable. Over the course of this tenure, we have amassed a bigger pot and, truly, are at the point of enjoying our retirement. We are not his biggest client, by any stretch, but he treats us like we are. We couldn't be happier!