Bob and Mary from Camarillo:

We have been to a couple other programs and your was the best! Your program was straight and to the point, we felt comfortable with you and look forward to you helping keep are money safe.

Bob

Louis from Ventura:

My wife and I attended another workshop and it was very confusing and they pressured us, yours was very clear and we liked that you did not push yourself on us.

Louis

Ray and Carol from Ventura:

Ray and I have gone to 3 of these dinner programs and yours by far was the best, thanks for your upfront message and your non pressure style.

Carol

Kirby for Santa Paula:

I wanted to thank you for the wonderful dinner and the great educational information, my Mom made an appointment for you to help her with her investments that have lost money. Your program was very easy to understand.

Kirby

Rose from Simi Valley:

Thank you for your wonderful presentation, you were very easy to understand, I don’t usually go to these dinners I’m afraid they will try to sell me something. You and your daughter were very polite and there was no pressure. I will make an appointment after tax time.

Rose