We have been associated with Shaun and his staff since 1996 in both a pre and post retirement situation.Shaun provided invaluable pre-retirement advice and planning which, even in the difficult financial environment of the past few years, has been effective.He and his staff continue to monitor, advise, and educate on market trends as they apply to our specific situation.We are very comfortable with and pleased to continue, our relationship with Shaun as our Financial Advisor. 

Richard & Phyllis Hunt - Long time clients