CANOPY CAPITAL STRATEGIES

I just have to give credit to any man that will go out of his way to help you reach your financial dreams and protect your assets! Jay Lancaster is that man! He met with me and gave lots of tips and advice just to make sure that I was prepared and he did this all to build a relationship before I even gave him a penny! He is very trustworthy and honorable and now he is part of my family! He has prepared me for the future I have dreamed of that I didn’t think would be so easy to achieve! He is brilliant with ideas on how to developer employee retention plans as well as employee retirement accounts! He helped is with insurance for key role employees! We didn’t even think about this until we did our initial visit but we know now that losing a key employee or manager could be detrimental to the continuation of our business! A big thank you to Jay for everything you do for us at CrossHope!.

I want to recommend Jay Lancaster to anyone that is looking for a true professional in planning their financial goals and savings. Jay has been great to work with and has done exactly everything he’s told us he would do down to every last detail. My wife and I are excited about our future with Jay and his company.

They guide their clients through a planning process that helps to remove the mysteries around investing, insurance and wealth preservation.