I have referred some of my clients to Michael. The last client that I referred asked me to attend their meeting with Michael. I was privileged to observe Michael in action. The purpose of the meeting was to determine if the client should retire, take a lump-sum distribution from her employer, and determine if enough funds would be available if she retired.
I was very impressed with the professional manner in which Michael handled the client. He asked questions that were relevant to their risk level, current lifestyle, and retirement lifestyle. Michael listened very carefully to the answers and responded with relevant and solid answers.
My client is very happy with the time and care that Michael took with them. The client has decided to retire and take the lump sum distribution and has chosen Michael’s firm, Edward Jones to hold and manage the funds.
I recommend Michael for anyone that is in need of retirement planning or investment planning. Michael handles my retirement plan and I am very pleased.
Sincerely,
Edith E. Smith, CPA
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