What has appealed to me most about dealing with you, is how you put me at ease and your air of trustworthiness.
Over the years the cycle of discussion, clearly presented information, research, re-grouping, final recommendations and eventual financial action has served us well.
Through your interaction with our other financial advisors you have come to know our needs, wants, limitations as well as our strong points. As small business owners it is a given that how our business progresses defines how our personal financial situation progresses as well. This cross over of information from business to personal allows you to advise us specifically based on our situation and not by some general business rule.
Of all the various aspects of financial advice and service you provide on both a personal and business level assurance regarding loss of income, health or loss of life is where you have provided the most valuable peace of mind.