“Sitting down with an estate planning advisor of Cindy’s calibre was a pleasant experience – we were surprised how much it added to our understanding of our own financial outlook. Assembling the data wasn’t time-consuming or difficult, and the final report was clear & concise; any further questions were answered promptly and professionally. We now have a better understanding of the investment returns we require to meet our retirement income goals, and determining how much risk we should accept in our investment portfolio.”
Gerry May, Client
