R. Boyd
They took the guess work out of everything
B. Morris
Forrest was very friendly, informative and simplified the process of making a Medicare coverage decision when turning 65. He took all of the confusion out of it.
G. Hernandez
Showed me where I could save money with my Medicare supplement
P. Kramer
My dad was put in the best possible situation after he retired. I would recommend to any friend or family member.
K. Hoseid
All I can say is you will not be disappointed!
N. Daughtry
Mindy has been working with us on several different situations i.e. health plans, retirement plans suitable for our needs..This young lady is very knowledgeable in many areas..I would highly recommend her to all my senior friends, she is easy to access and makes sure everyone understands fully. We have been so fortunate to come across her and will continue to use her services as long as we can…..Thank You Mindy…Give her a call today..
C. Shah
For many years, Mindy whas been very professional and resourceful while advising us in all areas of retirement. Love her!
D. Reed
Mindy has been my advisor for a few years now. She is one of the most honest upfront people. She is thorough and I never have to worry about anything!
L. Fowler
Mindy started out as my advisor and has turned into my dear friend. She has helped me for several years and as a hairdresser I recommend her to all of my clients.
Sue
Mindy helped me get my fathers annuity handled. I wish I had worked with someone like her from the start!