“We were given plenty of satisfaction that what had previously been set up for our retirement, had been passed on to Dave Schultz, in a clear and accurate manner. Also we were given a couple of other options to contemplate, to help reduce fees and to ride out any potential drop in future share markets.”

We were given plenty of satisfaction that what had previously been set up for our retirement, had been passed on to Dave Schultz, in a clear and accurate manner. Also we were given a couple of other options to contemplate, to help reduce fees and to ride out any potential drop in future share markets.

John

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