“There are so many options for retirement so finding an investment advisor gave me the confidence to place my money in places that will continue to work for me and for my heirs. I’m glad I didn’t wait."

“I didn’t want to move out of my home, but I needed money to pay some bills, so I spoke to a Reverse Mortgage Broker, who explained how much control I had over the equity in my house. That it was up to me how much I loaned, and when I would stop taking money. Thank you for making it easy to find information and the benefit of my broker. "

“Time flies even when being retired. I had IRAs I had to cash in and pay taxes on the earned income until I found a CFP who spent the time going over my wealth and circumstances and helped me to put together a plan so that I wouldn’t run out of money, while also deferring the tax from being income. "