"Russell, when I retired a few years ago I was concerned about the asset management of my retirement funds. After meeting with you in 2008 I was comfortable in partnering with you to handle my personal tax and asset management. Nearly ten years have passed and Caroline and I feel that you are more than our financial go-to person. We've developed a friendship and confidence that you will act in our best interest. Which is was exactly what I had been searching for in a CPA and financial planner.
Paul, thank you for taking time out to come down south each year for our portfolio review. I thoroughly appreciate the information you share with Caroline and I. You add a special personal touch to our partnership. Your efforts are appreciated.
Thank you both for your efforts to manage my portfolio while acting in my best interest. I am mindful of the below quotes that relate to my assessment of your asset management philosophy.
"Planning is bringing the future into the present so that you can do something about it now." - Alan Lakein
"When it is obvious that the goals cannot be reached don't adjust the goals adjust the action steps." - Confucius"
Relationship Manager(s): Russell Lindsay & Paul Guerney