Patient and Persistent

I’ve been retired for some years now but I was always apprehensive about navigating what to do, regarding my retirement funds. I didn’t want to risk losing my nest egg that I worked 30 years for, but I wanted to gain something consistently in return for not touching my retirement. Chris and Mathew put a plan together that really matched my vision and guaranteed me a higher return than I imagined, but they respected my conservative perspective. They gave me some time to think things over with my wife and they respected my decision-making process. They were both patient but persistent because they take the time to really listen and reflect on what you want and what’s in your best interest. I know that I made the best decision and they both just helped guide me on the right path.

– Ricky