It is amazing what some good direction in financial planning can do for a family. We started working with Brian when we purchased life insurance policies. At that time, Brian was a Life Insurance sales person working towards becoming a financial planner. When he became one, he contacted us to see if we were interested in working with him. When he contacted us, we told him we had no money to invest, what could he do for us, well, he did a whole lot for our financial health and for the health of our family. Brian spent a lot of time getting to know our family; he wanted to find out what was important to us, where our priorities were so that he could help us in the best way possible. Over a period of 5 months, we transformed our financial profile in a very exciting way!