John M.

“I’ve used many advisors over the years. They generally talk over my head and never felt it was important that I understood the program. That approach cost me dearly. Jeff was sincere and took the time and effort to truly explain in detail of the plan, the impacts, the options, the short term and long term implications and the after tax effects. For the first time I truly get it! Wish I had started with him a decade ago. Thanks Jeff. I highly recommend.”