On behalf of my wife and myself, I’d like to thank you for the help you and your team have provided us over the years. When we originally met in 2002, I had recently sold my business. You put together a comprehensive financial plan which included our estate plan. I had two objectives at the time: 1) invest the proceeds from the sale of my business and, 2) leave a legacy for my children. My other investment advisors are stock brokers who don’t have the capacity to do estate planning. My expectations were to preserve and grow my equity to pass on to my wife and children. Through your recommendation we established an insurance policy with a tax-assisted investment account. The insurance programme and financial/estate planning has brought us comfort. In thinking about your practice I
- W.W.
Since 1998 you have advised my wife and I on the management of our life insurance, all within the context of our financial plan. I have been investing for over 30 years and spent a lot more time doing it myself in the early years. I reached a point in my career where I no longer had the time to do it properly. I felt the financial advisors I was using before you did not necessarily have my best interest at heart. I felt there was a conflict of interest in their recommendations. In contrast, I like your compensation model and feel that you are advising us with our best interest in mind. I take comfort in your services because I trust you; I believe you to be committed and you take the initiative. I believe that you will continue to meet our changing needs as we are philosophica
- R.H.