My financial guy, and his assistant are doing an amazing job.

The moment I phoned my financial advisor, he made an appointment for me. I went back 2 weeks later, and did lots of signing, and then back once more for a couple more signatures, and paperwork that I had received. Then this week paperwork came in the mail, and his assistant did a conference call, so that I didn’t have to do anything.

I knew that April, and May I wouldn’t be getting any money in, and hopefully start in June. Well they have been great. I have already received 2 yearly cheques, and 2 monthly ones into my bank account. Isn’t it great when you can say, that people go beyond your expectations. I am so pleased I put our money in their hands 20+ years ago.

Image by Jan Vašek from Pixabay


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