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Bob & Brian have done a great job educating my wife & I on the importance financial diversification. They asked a lot questions in regards to our current lifestyle and our long-term goals. Their knowledge of products and up to date laws is invaluable. The time and thoroughness they put into our financial planning has given us the confidence we are making the right choice for our future.

Ryan Dinsmore — Gilroy, California October 13, 2016