The BDFP team has indeed grown, and Crystal is a wonderful, efficient, and positive new member. We are very pleased with the services we receive. Michelyne never fails to act promptly and is most patient with all our questions. The investment guidance we receive from Terran has seen our rather modest investments grow despite these unsettled times. I am especially grateful to Terran for his encouragement to spend a bit more now…before it’s too late!
After a major loss, along with a number of other people in the Valley, with a previous financial advisor, it was initially with caution that we approached Ben to help us. He supported us with care, patience, and sound financial planning as we tried to come to grips with our situation. When he left, we were happy for him but felt uneasy and somewhat worried for ourselves. But we need not have worried! Terran has grown into the position so well and the transition has been virtually seamless. With confidence, we would happily recommend the BDFP team to anyone looking for sound financial guidance where their concerns and wishes are truly listened to and acted on.