“Thank you for assisting me with the preparation and implementation of my retirement plan. Your knowledge, patience, level of expertise, and professionalism made the emotional and practical aspects of retiring less daunting and overwhelming. Your advice regarding goal setting, establishing a retirement budget and a cash cushion, the adjustment and allocation of my assets, review of my insurance needs, and the assessment, scrutiny, and automation of my retirement account payouts has been invaluable. Thank you for helping me develop and sustain an investment strategy that will provide for my family’s economic security, and for the periodic post-retirement financial reviews, which are important in these economic times.
Mrs. Burckhard, I sincerely appreciate everything you have done for the emotional, physical, and financial success of me and my family.
Wali Rashash Kharif
Professor Emeritus
Tennessee Technology University
Please listen to the testimonial by Lisa.
Lisa and David Uhrik
Franklin Fixtures, LLC
Cookeville, TN
The experience of the people described in this material may not be representative of the experiences of other clients. Experiences obtained by these people are not indicative of the future experiences that may be obtained by our clients.
