5 /5 Trisha Prickett: Planning for retirement and making plans for your future can be stressful. Thus, I’m relieved to have Dan Peacock and team to help. I have had the privilege of investing my money with this company for over five years. It’s impossible to overstate how strong the character is as they are not invested in making the biggest “bang for their buck.” They are mindful of what the best choices are for a client based on that client’s circumstances, retirement goals and life stage. They exemplify what it means to show fiduciary responsibility. Consistently, I am impressed with how much care and integrity is exhibited by the staff. You won’t be disappointed if you choose them to manage your own investments!