case study

Ken & Rosanne | (Investment)

pre-retirees, families

The Challenge

Bad advice from previous financial planner

The Outcome

Glad to be with Paul and feel very confident with his advice

We met Paul in 2009. Before that we had some bad advice from our previous financial planner. Since we have been with Paul he had instilled a lot of confidence in us and we feel very happy with the situation that we are in now. We are very glad to be with Paul and feel very confident with his advice.

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