“Explanations were clear, didn’t push products on me, called back, was flexible with scheduling time to speak and answer questions. Richard Horowitz was just great.”


What did you find most useful about this process?

“There was a lot of material to go over, and Richard helped whittle down to some core principles I needed to keep in the forefront of my mind. I appreciated this, as I’m very busy and don’t always have time to go back over important documentation. He really helped with this part.”


What would you tell a friend or colleague about your experience?

“I received solid, one-on-one counseling, but was not pressured into buying anything outright. I also like the documentation – it’s thorough, but not overly dense.”