I got an invitation in the mail to come in for a review of my investments. He also gave me Visa Gift card as soon as I met him which showed me he was pretty confident. I liked that! But the gift card was not the reason I went to meet with Jim. I realized I have been investing by myself for a really long time and I wanted to see if I was missing anything. Turns out Jim gave me quite a few ideas that I didn’t realize I could do. He showed me all the fees I could have been saving over the years. He even showed me things that will lower my taxes, and I wasn’t even expecting that kind of advice. To say the least, my meeting with Jim was beneficial and WELL WORTH the time. I’m looking forward to working with him well into the future.

Denise Shaw