We had built up a few dollars in the bank. We thought the interest that we received was great until the tax man took his slice, so we decided to got some professional advice. It didn’t take long and our investments grew paying 3 to 4 times that of bank interest and at the same time keeping the tax man at bay. We have been with Jeremy for 9 years now and his professionalism and concern for our best interest is second to none. If only we had gone to see him sooner!