When we attended our introductory meeting with Rick & Dave, the slide presentation was informative and interesting. They answered all questions direct and complete and we felt they were sincere and professional. When we had them review our accounts, they disclosed the fees we were paying and how volatile our portfolios were. After deciding to move our accounts, we were able to dodge the major Wall Street downturn that would have impacted us significantly if and when my retirement occurs.
Lastly, Dave reviewed my personal 401K and advised me to place it in secure instead of small or large caps which took a large hit in early 2016.
It is a comfortable feeling to know that by meeting, listening, and following their directions, we are able to look forward to the future instead of looking back wishing we had taken action.
We would definitely recommend Rick Dixon and Dave Howell.