Appreciate the Care taken with my Retirement Savings

We have been with Richard for about 2 years. His team is thorough, responsive, and anticipatory. I appreciate annual reviews and meetings throughout the year. I look forward to our ongoing relationship. I recommend them without hesitation. We transferred our retirement accounts and underwent a comprehensive assessment of our holdings and investor risk. They have excellent follow-through, and a reminder system for you to accomplish your assignments. I feel confident that our financial decisions will be enduring.