Ben helped us out tremendously with our planning. His insights into integrating our mortgage into our financial plan were so unique, no other planner ever shared. It really helped us through the market downturn… Thanks Again!!!
I am truly appreciative of you for taking the time to come out on a weekend. I want to thank you for educating both of us on life insurance and 401 K stuff. I am ecstatic at the fact that you convinced Lance to create another form of income, instead of depending on his 401 K plan when we retire. I feel so much better about our future and I want to thank you for that.
It was really a pleasure working with you both. It’s great to know that there are people with the expertise you have, allowing us to continue to build our business. We will highly recommend your services. You guys were great…Thanks again!
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