In 2008 when the markets were in a tizzy we met with Dan to go over our stock portfolio. His guidance and direction proved to be just what we needed to weather the storms as we neared retirement. We placed us into annuities with better returns than we were getting in the market all with the assurance that we could never lose our principle (something the stock market could NEVER guarantee). He is knowledgeable in his field and has on numerous occasions taken all the time necessary to explain things to us on level we could understand. The whole team at RFC is great.
by
Debi
