I met Jeff through a mutual friend. My wife and I just started a family so I had a bunch of questions about planning for the next several years. I also wanted to know how my wife and I can make our money work for us now so we don't have to work forever! Jeff couldn't have been more patient with my many questions and he was very knowledgeable about the options he had to offer. He is and will be my financial planner/advisor as long as I'm around!
Derek
All USA
I met Jeff through a mutual friend. My wife and I just started a family so I had a bunch of questions about planning for the next several years. I also wanted to know how my wife and I can make our money work for us now so we don't have to work forever! Jeff couldn't have been more patient with my many questions and he was very knowledgeable about the options he had to offer. He is and will be my financial planner/advisor as long as I'm around! Derek