guy's pick

It’s always a pleasure talking with Nick Lavella my Advisor. But I prefer to tall to everyone face-to-face. I think you always get a better perspective by seeing a persons reactions to things that are being discussed. Todays meeting accomplished a lot and I liked the new tool that Nick reviewed with me. We mutually agreed on the results of the Roth strategy and now I won’t have to ask about Roths each time we meet unless there is a change in the rules.