From a client, Marilyn, in New Mexico:
I appreciate that you listen to what I want to achieve and what I’m worried about, rather than telling me what you think should be important to me. I’m impressed you could look at my rather meager assets and income and devise solutions that have given me more financial peace of mind than I ever got having 401Ks.
Your meticulous attention to detail assures me that I know exactly what to expect. In addition, you’ve given me a different perspective about making my money work for me. I actually feel I have control.
Must be I ain’t just whistlin’ Dixie with this insurance planning stuff.
If you want to do more with your allegedly “meager” assets, come join the others on my email list.