Letters from our Customers

Dear Rick,

Again - I want to express my pleasure to be your client!

Attending your comprehensive financial planning lectures initiated my decision to become an Edward Kennedy Mason client. The principles you follow show clearly the difference between random investing as opposed to a comprehensive plan. You worked diligently giving me expert advice assisting me to update and pull together everything I needed. During each step of the process you were generously available not only to me but to my attorney and CPA as well. You have a quality of tact and sensitivity in dealing with a variety of people which I value highly.

Additionally, the client workshops you offer and occasional lecture series are most appreciated.

Of all benefits received from our financial planning relationship, peace of mind means the most to me!

Many thanks for your valuable service,

Bette H. Meekins