Our first meeting with Robert De Ceglie, Senior Financial Planner, was in February 2015.  Robert was recommended to us by our very close friends as the person to help us with our financial situation, which we knew was in trouble and we seemed to be going backwards.

Robert, who we found very personable and non-judgemental, explained to us that the situation was not dire and he could definitely help us.  Due to his personality we were able to tell him our whole situation and complete a budget form, which showed that indeed we were going financially backwards.  At this point we set out a plan to move forward so it was possible for us to retire in a few years, if we so desired.

Robert advised us what to do with our money and how to use our present incomes in the best way possible. We are now about to purchase our retirement home and Robert is going to help us through our next phase.