— Anonymous

My history with Tod and later with Steven goes back more than twenty years.  We first set up a plan for my Mom, after my Dad passed.  I went over all the reading and plans with Tod, and we chose several annuities, and managed investments for Mom, and they all performed beyond any expectations.  Tod is an amazingly kind person, as well as Steven, and I consider them very good friends at this point.

A few years ago, I decided to consolidate all my assets and retirement funds into plans all expertly recommended by Tod and later Steven.  I have several annuities, my IRA, and planned investments with Wealth Management, and they are all performing extremely well, and still growing, and are very safe, and stable. I know they are watching out for me.

In the past, I’ve worked with many brokers and done my own trading, as well, and I’m completely satisfied with their work.”