Note: (i) Profiles from a brokerage client may not be representative of the experience of other clients; (ii) the profile is not indicative of future performance or success; (iii) it is not a paid testimonial. These profiles are provided for informational purposes only and should not be construed as a recommendation of a particular product.
Clients in the Spotlight
Rie and Dudley Moving from Stagnant to ACTION!
Rie and Dudley Teel were feeling like their investments were stagnant which is what motivated them to proceed with their retirement planning. They had gone to several other financial planners and felt that they weren’t personable and did not follow through. They were most uncertain about retirement. After the real estate market decline, their investment properties made them feel like, “What retirement?” They knew they needed to put money away in retirement type investments as well as keep up their real estate investments up. They just didn’t know where to begin.
The biggest, and most immediate, challenge they felt they were facing was finding a financial planner that they felt comfortable working with. After their first visit with Laurie and Betsy, Rie and Dudley both felt excited because they knew they were on their way to beginning again!
The one thing that most surprised Rie and Dudley was how Financial Celebrations really wanted to get to know about them personally. The one piece of advice that Rie and Dudley would share with others is to follow-up and take action to get the planning started as soon as possible.
Financial Celebrations 190 S
Financial Celebrations Where Relationships Come First!
190 S. Orchard Avenue
Suite B240
Vacaville, CA 95688
(707) 446-7623 Tel
(707) 449-9548 Fax Email Us
Securities offered through National Planning
Corporation (NPC), Member FINRA/SIPC.
Financial Celebrations and NPC are separate and unrelated companies.
Rie and Dudley