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My
suprising financial security, is not the only reason I am
writing this letter to you and another couple of friends.
Before I met Allan and Peter, I turned down dozens of financial
advisors. They would walk into my office with dollar signs
in their eyes and I felt as though they were coming in to
ask for yet another tax on my already disappointing net income.
They were all trying to sell some financial product, and I
felt a palpable high pressure atmosphere during the conversation.
Suncoast
Financial Resources, instead, is the most no-pressure financial
firm I have ever met. They do not have dollar signs in their
pupils, even though finance is what they do for a living.
They did not even call me. As a matter of fact, they will
not call you either, but they will promptly return your call.
They presented me with an array of financial plans that made
sense to me, and they also provided me with other honest and
reliable specialists, such as accountants, corporate attorneys,
practice management experts, mortgage brokers, bankers etc.
I chose to work with some of them, some of them I decided
not to use, for a variety of reasons. No pressure. They listened
to me, and they proved to be very flexible. They are not out
to sell a product. They have been working, almost exclusively,
with physicians for over fifteen years, and they know our
particular problems and expectations. They are very respectful
of my ideas and my privacy.
Whether
you decide to use their services or not, I am sure that the
time you spend in a meeting with them will be profitably invested.
You can call them at 949-5730. Please tell them that I sent
you this letter. All we want is to be appreciated, and I feel
that I owe them as well as you a little sign of appreciation
for what you and they have done for me.
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