Testimonial - David

January 2019

"Being someone who has, at a late stage in life, had a financial awakening I knew I needed to contact someone to review my current situation and how I could plan for my retirement n the next 10 years. While my current situation means I do not have a large pool of money Frances treated me like a million dollar client at all times and gave me fantastic advice. We agreed that at this point I wouldn't need consistent monthly advice but needed to establish a broader financial base to give me some investing flexibility in the future, and Frances helped me with a plan to do so. I would thoroughly recommend Frances to anyone who is looking to consolidate their financial future, no matter what you current financial situation is."