I first met Anita at a baby show after I was referred to her company by a friend. After speaking with her briefly, I was impressed with how informative and approachable she was. My fiancé and I scheduled a meeting with Anita to get to know each other and how she could help us save for our baby and also our family's future. At our meeting I was blown away by not only her professionalism and knowledge, but also her kindness. There were no pushy sales ploys, or pressure to sign our lives away into everything under the sun; which was so refreshing! Anita really got to know us as a family and our financial situation, as well as our future goals, so that we could put our money into places that would benefit us the most. We are so happy with the advice and services that Anita has provided our family, and highly recommend her for all your family's financial needs!
Anita broke down each education savings option for us and helped us settle on the one that fits best with our family needs. I'm so happy we found a knowledgeable and personable advisor to help us navigate the investment world!
When we were expecting our first child we knew we wanted to start saving for his education as soon as possible. Once he was born we called Anita to help us navigate through all of the options available to us. She came right to our house and presented us with all the information, and helped us choose the right plan for our family. We are very happy with our decision and are confident that we made the right choice for our sons future.