WHAT OUR CLIENTS SAY
“Kevin understood what was important to us and has navigated well in a difficult investment environment. We were delighted that he reduced our tax bill by over 30%.”
“Full Circle has helped us crystallize our retirement planning, assisted in transitioning us from our business and found ways to save tax.”
“Kevin has provided clarity and understanding in what we need to do to achieve our goals. He’s there for us.”
“Kevin has been my financial planner for 30 years. After I remarried, my husband became a client as well and that was 15 years ago. Kevin has such a passion for what he does and loves his job. His caring and concern for his clients financial goals and his attention to any questions we have had over the years has made him the perfect fit for our financial well being. We are recently retired and enjoying life to the fullest. It is all we had hoped and planned for.”
Heather and Ralph W. (Investment Clients)
“A journey of a thousand miles must begin with a single step. “
– Lao Tzu
“I have been a client of Kevin’s for more years that I like to remember. From the very beginning Kevin was focused on providing a very personal service. Understanding, often more than his client, the importance of planning for a future when you yourself are more focussed on the day to day of marriage, children and work.
Over the years he has shown a profound understanding of the financial and investment markets and his advice has been both timely and accurate.
Now retired, I am grateful for the investment strategy we have worked on over the years. At this point I am happy to consider Kevin not only an advisor but a friend.”
Alan V (Investment Client)
Begin Your Life in Full Circle…
Full Circle Financial Inc.
54 Great Oak Dr.
FULL CIRCLE NEWS
Past Newsletter examples:
Roll with the Punches
Get your Ducks in a Row
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