David Fisher -Summit Income Planning positive experience…
David Fisher made our experience productive and informative. We had been with our previous guy for well over 18 yrs, who initially did "ok" for us, however, as needs change, so does the plan need to change. We needed to be more fruitful and get out of the cookie cutter plan we felt we were in. David was able to connect us to our current AUM/IA/Broker. He educated us on how they operate based on our individual needs in retirement, income, investing, growth, legacy building and to make products work for "us", our family and future. David was insightful, he listened, answered every question, explained differences and demonstrated a direction that was more positive, rewarding for our future overall and for the legacy we want to leave for the next generation. His introduction into Summit led us into opportunities to study, implement any tax strategies to save us money and protect us. There was never any pressure and he was patient with our timeline. Our switch was effortless, smooth and support was always a phone call, email, or zoom mtg. away.
Summit Income Planning Group からの回答
Thank you so much for sharing this and for trusting me to be part of such an important transition. After 18+ years with your previous advisor, I truly appreciate the confidence you placed in me to help create a plan better aligned with your retirement, family, and legacy goals.
It was a pleasure getting to know you both, answering your questions, and helping make the transition as smooth as possible. I’m grateful for your trust and look forward to continuing to be a resource for you and your family!