Client Testimonials
By completing the pre appt details was able to save myself an unnecessary appt. Michael was able to give me a quick confirmation over the phone. Really appreciated and will see him for further advise as needed in a few months.
- Debra
Michael provided us with well informed information in a friendly and professional manner
- Jan and Brian
Michael answered all of our questions and gave us a clear insight into where we are financially and what to look at going forward.
- Karen and Tony
Quality time was allocated for my initial appointment and a respectful and informative discussion reduced my anxiety of navigating my transition to retirement.
- Jo