We are somewhat conservative investors. We both used deferred compensation options through our employers. With inherited 401K accounts and a government pension, we have no need to aggressively manage our retirement accounts. We had been approached by other investment advisors who had wanted us to accept a higher degree of risk since we had a solid base to build off. This was contrary to our wishes, and Alec Prinze was okay with our plan, even though it would mean potentially lower initial commissions for him.
This level of trust led Dave’s family to reach out to Alec when there was an issue with their mother’s estate. Being a child of the Great Depression, their mother has an ingrained distrust of financial institutions. This caused her to hide most of her monetary assets, which we needed to access for her ongoing care. She couldn’t tell us where all the assets were and the financial institutions we contacted told us it wasn’t worth their time to investigate her estate. Alec took up the challenge and was able to find all securities that she had purchased over many decades. This has allowed us to take care of Dave’s mother without having to make potentially ruinous financial decisions.
The statement is a testimonial from a current client of the advisor as of 03/29/2023, and may no longer be applicable or a client. No compensation was paid in exchange for the testimonial, it was not solicited by the advisor, and client consents to use of this testimonial in the advisor’s advertisements. The testimonial is not representative of all client’s experience with the advisor, not based on performance, and not a guarantee of future performance or success. Investing involves risk and isn’t always profitable.
