Debbie has been a wonderful help in our transition to retirement planning. She has always made herself available, has always been prepared to listen and act upon our wishes. Nothing is treated as trivial. As a professional Financial Planner Debbie wants you to understand and learn about your options. Keeps you well informed, never intimidating.

Debbie really put us on the right path with our financial future. She mapped out a comprehensive and diverse plan for our funds. Most importantly Debbie took as much time as we needed to ensure we really understood what was happening and why, sometimes explaining thing to us three or four times until we felt comfortable. Debbie talks in easy to understand language, not complicated financial jargon. She is really accessible and it is a pleasure to continue our relationship with her.

We can't speak highly enough about Debbie. A work colleague recommended Debbie as a financial adviser prior to our retirement.The advice we have received from her has been first rate,both pre and post retirement. We feel very comfortable with Debbie,and,she is always available to answer any questions we may have either by phone or email.Her fees are very reasonable for the quality and care she provides to us.