A "BIG THANKS" to Snug 2!

[Geemo]

Last week I began following a post in Life in General by “garyk” on “Roth 401k’s”. “Snug 2” added to the post.

Closing in on time to retirement days, we have been looking for someone to help us get closer to our goal.

The things “Snug 2” wrote about sparked my interest. So I sent him a PM. After a few PM’s back in forth, I called and talked with him. I was surprised how easy he was to talk with on the phone. So I scheduled a time for us to meet with him.

Today we met with “Snug 2”. The meeting was to get acquainted. He gave us ideas to think about as we get closer to retirement.

We were very pleased with the time we spent with him.

I like to say “Thank You” to Andrew Lewis – “Snug 2”. It was a pleasure meeting you today! I’ll be calling soon to schedule a time to get down to business.

And to IFISH, Thank You too!

Geemo
Deb Barnes

[Snug 2]

My pleasure...