We've been working with John Stokes Financial for over a decade, and even longer with our personal…read moreagent, Rick Friend. Rick has worked financial miracles for us for two decades, providing helpful, if not essential, support and guidance that has enabled us to raise a family, maintain a home, send our kids to college, sell our home, retire, and so very much more. Rick continues to serve as our most trusted financial advisor but also in an avuncular role, offering much wisdom and instruction gleaned from a life well-lived. All transactional and material benefits to our professional relationship aside, Rick's most important, fundamental, essential, preeminent assets are his personal values. Integrity, responsibility, honesty, generosity, humility, and reliability account for only a few of Rick's greatest personal characteristics. We couldn't be more blessed to have the opportunity to work with such an ethical, responsible, positive, focused financial advisor, because all of the enrichment we've realized, financial, yes, but also existential, has flowed from Rick's fundamental values and personal stake in his clients' overall well-being throughout their lives and in any and all circumstances.
When push came to shove, as our kids became teenagers and prepared for college, as we prepared to sell our home of 20 years, and when it was time to retire, all the planning we'd done with Rick when we'd first settled down had sprouted into effective financial and logistical instruments for realizing our goals and dreams. At this time, Rick began working with John Stokes Financial, a company which has provided he and us with all the necessary platforms to take advantage of the plans we'd set up years before. Most significantly, John Stokes provides clients access to a platform called e-Money, where clients can track all expenditures, accounts, investments, properties, where clients can store important documents, track individual stocks, acquire market information, and so much more. The recently redesigned e-Money platform is now better than ever, making it easy to track and manage all transactions and holdings. When we sold our home and prepared for retirement, the support staff at John Stokes helped manage a variety of issues to facilitate a flawless transfer of property and currency. And the firm hosts a variety of fun special events from time to time, giving clients like us the opportunity to participate. Most recently we were fortunate to attend a fun and informative wine tasting seminar.
Based on our 20 years working and becoming close personal friends with Rick, and in light of our successful relationship with John Stokes Financial over the past decade, we wholeheartedly and fulsomely recommend John Stokes to anyone seeking financial management and life enrichment, especially young families just beginning to map out a meaningful life. John Stokes will help identify your family's future goals and destinations and then provide the guidance, support, platforms and tools essential for you to map the territory and navigate your way to success. That's what they've done for us, and we couldn't be more satisfied!
