From Our Editors
What services does your business offer and what makes your business stand out from the competition?
While at the interactive, hands-on workshop, you begin to create a retirement plan tailored to you.
What was the inspiration to start or run this business?
I retired, attended several workshops, read loads of literature and was asked by many people who plan to retire many questions pertaining to retirement. I decided to offer, in a interactive, mini group setting, my experience and knowledge to assist people so they can make wise decisions.
What do you love most about your job?
When I hear people are able to retire, and are not in debt. And they are engaged in a wonderful retirement lifestyle, such as traveling, and doing things on their 'bucket list'. That is what I enjoy hearing most. I also enjoy knowing people acknowledge the value of the service I offer.
What is the best reaction you've ever gotten from a customer?
The customer was glad to start the process for retirement immediately even though he has several years before he can retire. After receiving the mini group workshop he said he knows what he needs to do for self and family.