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I couldn’t be happier with the plan you implemented for my family. That stressful conversation is now off the table.
Al V. Scottsdale, AZ
You saved our retirement.
Wow, what timing. We decided that we wanted to move our risky equities into no-loss annuities. You guys were able to get it done the day before the Covid virus tanked the market. You saved us from losing 25% of our retirement savings and gave us a guaranteed retirement income to boot. We can’t thank you enough.
Scott W. AZ
Social Security Workshop
That workshop we attended was very informative and gave us a lot to think about. I never realized social security could be so complicated.
Monica P. Phoenix, AZ
I came into your office looking for an inexpensive term life insurance policy. After a brief conversation, you showed me how I could buy life insurance and combine it with a retirement plan that was better than my 401k. I wonder what else the financial guy at my job never told me about!