My family and i just wanted to take a minute to say thank you. Last year when I had old retirement accounts that weren't doing very well, you took the time to come out and discuss some options with me to reinvest my retirement funds. It was very comforting that you didn't try to push any one type of fund on me, rather you gave me several different options and told me what was good and what was not so good about each and every one. You allowed my family and I to make a decision on what would work best for us and our long-term financial needs. Unfortunately earlier this year there was a really big glitch with my retirement fund. I did not get very far with my financial plan but you were very helpful in discussing the issues, the facts, and the documentation with my retirement fund company and had them investigate further. This not only helped reverse the issues but saved me over $10,000 in what could have been taxable income due to a glitch in the retirement fund. Again thank you for working with us like family and sticking by us until the issue was resolved.
Jennifer served my company at a critical milestone when I made the leap as a fulltime business owner. Her expertise and easygoing attitude made my hard decisions a joy. Before seeking her counsel I was in the absolute dark when it came to subject matters in my company I was not comfortable addressing. Thanks Stephanie!
Marcus St. Marcus