Achieved Financial Growth and Protection After Leaving Ineffective Previous Management

Speaker 0: To to meet with Dan. There was no pressure. He was straightforward with everything, and, we've been really pleased. Speaker 1: And having Dan guide us, our money has grown. He really has done a wonderful job. Speaker 0: I'm Laurie Soper and Diana Soper, Rochester Hills, Michigan. Speaker 1: We met Dan at a seminar, and we spoke with him briefly, and we were impressed by what he had to say. We want to protect the money that we have put away for retirement. And the person that we use as a financial planner was not doing us any good. And we we're so lucky that we met Dan. And the first meeting we had with him, we knew he was very ethical and honest and would do the best for us in our retirement. He he had very good credentials, always available for questions. And with the initial meetings we had with him, he did an excellent job of reviewing what we had and explaining the plan, in the vision that he, had for us. We couldn't have asked for a better person. Very knowledgeable and never hesitated to give us time as we needed it and and made sure we were thoroughly educated in what he was doing for us. Speaker 0: Our previous investments weren't going anywhere. Speaker 1: And, unfortunately, we were getting multiple statements every week with numbers of things that were being bought and sold and sometimes even in the same week. And as this continued, it it just didn't make any sense to us. And the person that was handling it for us did not explain, what had happened all of a sudden. And Speaker 0: We we became disillusioned. Speaker 1: When we met Dan and and I took all these statements to him, he looked at that and told us that all that was computer generated. And we had someone who, you know, was taking a a commission and a fee, but really not doing anything for us. And the money that we had, actually, we were probably starting to lose money, or if there was a gain, it it was very minimal. Speaker 0: We really became disillusioned with the other folks and really disappointed. Since working with him, we we feel comfortable about what's what's being done, and and we look we feel a lot more protected. When he looked over a lot of our investments, you know, and pointed out the the problems that we had, that really made a big difference there. Speaker 1: And he was very good at explaining what he felt was best for us, and we never felt rushed. And anytime we have had a question come up along the way, he's always been very good about having his staff get back with us within, you know, the same day usually. Speaker 0: He's more knowledgeable than most people we've dealt with in the past. Speaker 1: Do yourself a world of good and contact him. I think that they would be very pleased and have nothing to lose. In our case, we've made great gains, financially and just and also in the relationship and rapport that we have accomplished with him in a short time. Speaker 0: Yeah. Jump off the fence. Speaker 1: No. Yeah. If you were on the fence, you should definitely do it.