Reagan initially thought he could manage his finances alone. He soon discovered he was lacking the knowledge to do so and was looking for a partnership with someone he could trust to have his best interests at heart.
Though retirement was still a few years away, Chris wanted to get a plan in place. He talks about the benefits of working with an independent firm and how we helped him enjoy the present whilst preparing for the future.
Sarah was nervous about how to best manage the inheritance she received when her father died. She didn’t expect to understand any of the financial team’s advice, but she discusses the personable nature of the team at Jones Hill and her ongoing relationship with the firm.