"James, thank you for your great financial coaching today. I think that we made some important progress towards understanding the mechanics of our retirement plan.This will definitely help us reach our goals more efficiently." This is what my wife and I just sent to James Roberson, who is an exceptional individual. Trusting someone with your life savings is no light decision and James has never disappointed us in the five + years he has been our financial advisor.He has taken all the time and skills needed to bring us out of the dangerous ignorance we were on the subject of retirement.
All USA
"James, thank you for your great financial coaching today. I think that we made some important progress towards understanding the mechanics of our retirement plan.This will definitely help us reach our goals more efficiently." This is what my wife and I just sent to James Roberson, who is an exceptional individual. Trusting someone with your life savings is no light decision and James has never disappointed us in the five + years he has been our financial advisor.He has taken all the time and skills needed to bring us out of the dangerous ignorance we were on the subject of retirement.