Tim has taken the time to work with us through our current and future retirement needs. He explains in great detail, but in terms we understand, what our investment options are and what we should be considering. He makes recommendations, but with no pressure and let’s us make decisions based on sound information. He’s very easy to talk with and really makes us feel comfortable. We are excited to continue our relationship with Tim and look forward to working with him as we transition into retirement, something we now feel we can do with confidence.
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