My main concern is to preserve and grow capital to provide a legacy for my young adult children, while maintaining a reasonable retirement. Paul analyzed my finances, provided recommendations and assured me that I would be alright. A consummate worrier Paul puts my concerns to rest and is my go-to person when I need assistance and reassurance. These past few years have been fraught with constant change and transition for me and my family. Paul remains steadfast in his support, guidance and consultation. With our present, uneasy state of our economy, ongoing issues within our country and worldwide, Paul remains positive, puts things in perspective, eases my concern and looks after my family’s interests. He is my rock.

Silvana Bodo