My husband and I contacted Nancy Kirkham because we had questions and concerns about our retirement future.
Knowing Nancy personally; we knew that she was very trustworthy. We found Nancy very knowledgeable and she provided the information and explanations in such a clear, concise and professional manner.
We had no difficulty following her suggestions and gained such a clear understanding of our future requirements and what changes were required to maintain our current lifestyle.
Throughout this process, information was provided to us that, if handled differently, would have impacted Nancy’s bottom line and not ours. Nancy was very honest and made sure our decisions were based on our investments and future requirements.
Since working with Nancy we have watched our retirement fund grow. I know that when it is my turn to retire, I can do so knowing we have taken care of our needs. Recently, my husband has also been able to comfortably make his decision to retire.
Nancy was able to remove all our fears and misconceptions regarding our finances and retirement plans. We have, and will continue, to recommend Nancy as a financial planner and advisor to our friends and family.
Thank you so much Nancy.