Can $2.4M Fund $140,000?
A $2.4 million portfolio can look reassuring, but whether it supports a $140,000 retirement lifestyl...
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I really don’t think Steve and his team could do any more. I feel completely confident and financially prepared for the future.
I have absolute confidence in Steve. He manages everything for us…He’s looked after me the way I want.
Norma went beyond the call of duty by notifying me that she suspected that my email had been violated. If not for her, my monies might have been accessed. I will never forget that. Just another reason for me to be very happy with you and your staff… thank you for taking such good care of me.
As part of your responses you My husband Vivian and I have received exceptional service from our Financial Advisor, Asante Wealth Management and in particular, Remy Pattynama, who has been very attentive to our needs and guided us whenever we needed assistance.
Steve is honest… and that is why I recommended him to my friends. I am sure he will do a great job for them.
I feel that Remy really cares, and gives my portfolio the consideration and attention it needs.
Steve is an expert. He has an always amazing – and impressive… knowledge of tax and investment strategies.
Norma is always friendly and helpful – it’s good to know I can get through and have my questions answered.
Steve has come up with some really ingenious ideas for us – I am always happy to hear his solutions!
The level of service provided by Steve and his team is excellent.
A $2.4 million portfolio can look reassuring, but whether it supports a $140,000 retirement lifestyl...
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