August 2024
Jim P was amazing to me. I am a young girl starting out and Jim broke everything down for me and expected nothing in return. I would recommend for anyone that is looking to retire with the most that they can and set themselves up for financial success.
August 2024
Had our first appointment. Felt very comfortable and they made us feel confident that they can help set us up for a relaxing/carefree retirement. Looking forward to working with the team. Thank u!
July 2024
I've worked with Nick and Preston for the last year while planning my retirement. They've listened, understood and delivered solid advice. The two of them not only provide a complete strategy, they provide options and explain the associated risks involved.
