"Why did you select me as your financial advisor?

Highly recommended by my account manager

If someone asked you to describe how I helped you, what would you say?

Organized my holdings and improved my financial position significantly.

How do you think the work we have done together will impact your financial future? What will be different?

Very well and early retirement!

What was the trigger that made you decide to get financial advice or change advisors? Was there a specific problem you wanted to solve?

Very dissatisfied with previous advisors. Yes-make some money!

Very pleased with the results. I wish we'd met 25 years ago! "

- Robert T.

"As a mature professional entering into what are likely my peak income-earning and saving years, I was looking to partner with a knowledgeable investment professional who paid close attention to my needs. Ernesto fits the bill entirely. He has re-balanced my portfolio by following a well-thought strategy that is sound, understandable, flexible, and most importantly- aligned with my vision of appropriate financial management and risk appetite. Ernestos approach has exceeded my expectations, and he has earned my trust completely. I have the peace of mind that these precious years of work and saving are on sound footing. Thanks go to you, Mr. Hachey! "

 - Lynda B.