Success Stories

Years ago, when I went from being a tax practitioner CPA to a Financial Advisor, we saw lots of testimonials which highlighted long term investors who had invested in a particular mutual fund, stuck with it, reinvested their dividends and capital gains, and became financially independent. We don't seem to see those testimonials. Still know from personal experience (meaning in my accounts and accounts of clients), I have seen us grow over time to the oh boy stage of net worth. Hope that is your story as well.