I had a little money when I left the company. The company was sold and I had to move the money to another place. I reinvested with another company who didn't contact me for two years. \r
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As a senior citizen, I didn?t know where to start on how to handle my money or who to trust. I met Jim Carlson and I can tell you once you know Jim, you trust him. He puts people at ease and you can bring up any subject.\r
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He took the time to talk to me, discussed my needs. I rely on his judgment and I trust him. When he says something, he means it. Jim keeps his word. Anyone is lucky to meet him.
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