Rob & Jacynthe

Posted by  on 
May 4, 2021

For over 25 years we had focused on self-managing our financial and retirement portfolio as well as relying on advice and direction from a particular big bank’s financial division. We were confident that the decisions we had been making were the right ones in order to maximize our goals. We could not have been more wrong. Michael Caldwell and his team immediately went to work dissecting and analyzing our rather complicated portfolio and made us come to realize how much more we could achieve while also saving more from our current fee structure. We also had Michael’s team work up a comprehensive retirement strategy for us which provided options that were previously unknown. Never any pressures to invest in a single direction, Michael always offers thoughtful options based upon our comfort level. We can honestly say that we wish we would have utilized their options 25 years ago!