Achieved Long-Term Retirement Confidence Through a Detailed One-on-One Financial Plan

Our biggest concern was how to safely invest the money that we had. We were getting close to retirement at that time and didn't wanna take big risks, and Dan helped us through that process. My name's Michael Kennedy. I'm retired. I was in the, during my working life, in the logistics field with the autos. My wife and I sold some property. It happened to be in Canada, and we wanted to do something with the proceeds of that sale. Our accountant recommended Dan, and we followed up with Dan and been with him ever since. We've been with Dan about 14 years. We've had limited experience with other financial advisors, the difference being that Dan was a, a more personal, one-on-one type of experience. Dan laid out a very detailed plan for us. We were thinking of using Dan and another financial advisor that was managing what was my 401[k] at the time. Dan's plan made a lot more sense than his competition, so we felt more comfortable going with Dan. We feel confident of our financial future. Dan explains things very well. In fact, I have a call with him tomorrow to answer a couple of questions that I have. We have a lot of confidence now. I would say just talk to Dan. He's not going to put a, he's not a high-pressure salesman type of person. He's not going to try to intimidate you or pressure you. He's pretty, pretty straightforward and easy to talk to. When you call Dan and have a question, he'll get back with you, or one of his team will get back with you. We like to schedule maybe meetings with him just to review the status of our situation every six months or so, and he's very good about that. So it's been a good experience.