“Thank you! Yesterday meeting was positive, helpful but most of all reassuring. For whatever reason, I am anxious about retirement, yet after yesterday’s meeting I feel more at easy, actually much more at ease. I have never used the term nest egg, and now it’s my new favorite term. You inspire confidence and that’s good thing for retirement a Teamster. Grateful, B”

- Bob

Bob is an insurance and investment advisory client and has not been compensated for this statement. May not be representative of all client experiences.