Investment Recommendation

Dear Stan

......I want to thank you for your integrity, which you have proven over and over again since I first heard your presentation. From the time I first invited you to come to my home and explain more fully your financial plan for seniors and how it would fit my personal needs, I have been delighted by your responsiveness and professionalism. You have always been accessible, arrived on time, were courteous and kind, and as eager to listen as to talk. How refreshing! Not only did you answer every question, but you were never too hurried to make sure I had a complete understanding of everything we discussed. Then when there were follow-up visits to review documents, you gave the same attention and care as you did from the beginning.

Since transferring to the funds you recommended, I have been very satisfied with the financial results and have referred several friends and relatives to you. One thing I tell them all is that they can trust you implicitly.

Thank you for all you've done for me. May God richly bless you, for you are a blessing!

Kindest regards,


Catherine Smith