Donna Clarke and Paul Hunda
Over the years, Donna and I have had to take a long, hard look at where we wanted to be in our retirement years. Owning your own business has many perks but can also come with a insecure retirement plan. We had both started saving towards that goal but somehow seemed to get lost along the way and did not have a specific plan for our financial future. After our initial meeting with you, we both realized that you "get it" and have a good idea of what we are trying to achieve with our retirement plans. You listened to us and our retirement goals and put together a plan that actually works for us.
With our relationship with you secured, Donna and I felt that we finally had the confidence to relax a little and continue to work towards our retirement without so much stress and uncertainty. It is an absolute pleasure seeing our financial position grow each year and we both feel confident that together with you we will be "Freedom 55" and "Freedom 61" .We want you to know that you may feel free to use us a reference with respect to any other clients who may have any questions or concerns they may have in choosing a Financial Advisor. We would be happy to pass onto them our feeling of satisfaction and the newfound optimism that you have provided us.
Wishing you continued success, health and happiness,