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Melissa Musgrove

4 years ago

I've been self employed for 32 years. I met with Z...

I've been self employed for 32 years. I met with Zach Bainter to ask what would I have to save/invest to be able to keep my standard of living in Santa Barbara, and retire in 10 years. Zach put together a plan for me. And I'm on track, actually ahead of the track, for my goal. Zach is knowledgeable. I appreciate his being able to explain my investments in simple terms. Always accessible, and quick to answer any questions or concerns I have. I appreciate that he checks in with me when he hasn't heard from me in a while. I've recommended Zach to my friends. I am completely confident, and rest assured, knowing Zach is my investment/savings representative.

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