“I can call you at any time, with any question, and you always put my mind at ease. I thank my lucky stars the day I met you. I felt an instant connection, and you made me feel at ease like I was talking to an old friend. My biggest fear as I approached retirement was who I would deal with and who I could trust to assist me in making my important financial decisions. I am thankful to have someone I can count on to look out for my best interests in my senior years.” – Karen M.