MARY: PLUGGED A $75,000 WEALTH LEAK AND IMPROVED RETIREMENT INCOME BY 35%

Mary was shopping around for someone who could help her navigate the best outcomes for reliable retirement income. She found peace of mind going through the 4-Step Process, especially Steps 1 and 2: Discover and Understand.

COLLEGE FUNDING STORY: $11K ANNUAL MISTAKE

I recently heard a horror story of a family who attended a meeting at a local high school to complete their FAFSA. The person conducting the meeting knew how to complete a FAFSA but DID NOT know anything about the family and their finances. Flying blind, this family was unaware they could have lowered their expected family contribution (EFC) – and they made an $11,000+ annual mistake. You can learn ways to combat the current WAR for your wallet.

THE PERRY FAMILY REDUCED COLLEGE COSTS & IMPROVED RETIREMENT

When The Perry’s first came to see us, they were resigned to the large looming expense of college for their two students. They were very frustrated – almost angry at how expensive college had become. They did not feel prepared and did not believe they would qualify for financial aid.

GREG AND HEATHER: GOT PRESENT TO THEIR REAL MONEY SITUATION

Greg and Heather married about a year after college, both were making decent incomes and had two children who would be going off to college someday.