We've been with Jeff since the 2008 downturn, and ...

We've been with Jeff since the 2008 downturn, and he has never let us down. The team takes an all inclusive approach including retirement, insurance, annual expenditures. It's fantastic. If I want to spend money ($$$) I just call Jeff's team to ask. We no longer worry about the ups and downs of the stock market, as we know they are all over it. It's wonderful to have such confidence in our financial future.