I met with Jeff and Greg about a year ago because I was very concerned about my financial future and wondered if I would have enough money to retire. At our free strategy session they shared some ideas and strategies with me that I had no idea existed! Because of their thoughtfulness and superior knowledge and skills, I am now receiving a monthly Social Security check of over $2,000 a month! These wonderful, thoughtful, and caring guys have made it possible for me to retire in May 2016 and realize my dream of moving south. ~ Marilyn M. Erie Chapter AFEA

Dear Jeff and Greg, You two are awesome! I am so grateful that God has answered my prayer with financial advisors like you. I want you to know how appreciative I am for your services. This is a better world because of Jeff and Greg. Thank you both for all you are and do. Blessings, G. Smith

" A good way to jump start your knowledge about Social Security" "A relaxed atmosphere to hear a comprehensive presentation on SS" - Bob and Laurel

Dear Mr. and Mrs. Bassi, Thank you for spending your free time helping others to understand Medicare. I had told my husband that it was complicated and after your class he believes me. I'm sure we will be talking to you again in the future. It is always special when people volunteer their time and knowledge to help others. Thank you again, K. Spigett

Attended a Social Security Benefit Options Class. Great Overview! I appreciate the non-biased presentation! B. Lanton - Littleton, CO