Dave and Barb VanWely's Testimonial
15 years ago after a decision to sell the shares in our business, Don Fox helped develop a financial strategy for our family. The aim was to ensure a continuation of our lifestyle from a financial perspective. Both a saving/investment plan were created and now the time has come to live off our investments. The precise goals we laid out have been met (in fact exceeded), and it is with peace of mind and confidence that we enter the next phase of our lives. Thanks Don for making this plan a reality.