Jean and Scott Porter
For the last five years my husband and I have considered ourselves extremely lucky to be able to work with Kelly McQuoid. Prior to this we didn’t think we would ever be able to look towards our future retirement and plan, especially while we worked at raising our three children. Kelly has been an excellent resource and support in helping us to define our goals, “demystify the retirement planning process” and help us to start working towards our future. We have learned through our initial meeting and various other contacts with Kelly that she understands us and our needs. She has been able to help us start to save for our future as well as our children’s future education.
Despite our initial worries Kelly has been able to instill some basic principles of planning that my husband and I have been able to put into practice, Kelly has also made some recommendations for our portfolio that continues to provide us with growing feelings of satisfaction and optimism for our family’s future.
I absolutely recommend Kelly to anyone who is trying to find a better way to work on short and long term retirement goal’s, she upholds the integrity and understanding that you want in an advisor. She helps you to make retirement a comfortable reality.