Wow! Thanks For Your Recommendation

For several years my husband and I had been saying we needed to meet with a financial advisor to plan for retirement. Several friends had recommended individuals that they had worked with but we were reluctant to meet with someone we thought might make us feel pressured. When our son approached us about meeting with his friend Tom we decided to take the plunge and hear what he had to say.

Another concern that I had prior to our meeting was my lack of understanding of the whole world of finance and investments. I’ve always wanted to feel financially secure but had no interest in how to achieve that. Meeting with a financial planner was intimidating. In addition, neither one of us are very trusting of people. We tend to be pretty cautious when “buying into” anything.

Tom made my husband and I feel extremely comfortable and relaxed right from the beginning. We laughed a lot and spent a great deal of time talking about our lives, where we came from, and where we hoped to be in the future. In regards to insurance and long-term health care, never once did I feel like I couldn’t ask questions and get answers that made sense to me. Often I need to be reminded of information I’ve already been given. Tom always encourages me to keep asking and is never impatient with his explanations. He has a great way of finding analogies and examples that allow me to understand. It’s obvious that his passion and desire is to do everything he can to help us manage our future and use our resources to generate more income to provide well for ourselves and our family.

Within a short time, Tom introduced us to his colleague Tony whose expertise in other areas of investment helped us utilize our funds to generate even greater income. Together they have opened our eyes to possibilities we would never have considered on our own. I find it interesting that every time we leave a meeting with them we reaffirm our trust and appreciation of them. I feel confident that both Tom and Tony have our best interests in mind and are doing everything possible to protect our assets in a very difficult financial climate.

Kathie

December 15, 2021