What our clients say about us

Every year we gather feedback and reviews from the clients we have assisted in their retirement needs. Overall comments have resulted in 90% of our customers recommending our services. Click Here to Schedule a FREE Benefit & Retirement Analysis

“Jeff Groves was very knowledgeable. He presented the material in a clear, understandable presentation. He answered all my questions and went out of his way to ensure I understood all my options.”

Cathy  – Nurse, Farmington, NM

“I’ve gotten a wealth of knowledge from Elvin & I’m grateful that you took the time out to explain this to me. Thank You.”

Lori -USPS – Clerk, Honolulu, HI

Johnny is very knowledgeable and dependable for people who need to help to guide into the right choice. Thank you for your help.”

Mareth -USPS – Clerk, Seattle, WA

Elvin helped me realize what I need to do to have an enjoyable retirement. I will not be rich, but by following his advice should be able to live comfortably during my retirement years. I now know what to do: working few more years, saving more, getting expensive things done now (example: knee surgery, etc.), just get everything in order during my working years. AND I am especially happy about the ROTH I will now have due to him & through my payroll deductions!!! VERY HAPPY with the results from my meeting with Elvin Bowler!!”

Deanna -USPS – Postal Employee, Denver, CO

“Very happy with Johnny in the way he reviewed all of my financial data and arrived at the final retirement numbers. Very professional and personal! Great Job!”

David -USPS – Postal Employee, San Jose, CA

“I’m glad I attended the workshop presented by Elvin. Guidance for retirement planning was excellent; confirmed that I was on track, but also exposed options that I wasn’t aware of.”

Aaron -USPS – Clerk, Honolulu, HI

“Very, very helpful. I wish I had met Johnny years ago. I can”t tell you how happy I am to know I will be making money not losing it!!!!!! Thank You.”

Dennis -USPS Clerk, Honolulu, HI

Bobby was very informative concerning all areas I had questions about. I’ve already referred him to 3 colleagues. He was super nice and patient explaining and re-explaining when I did not understand.”

Connie -USPS Clerk, San Francisco, CA

Bobby was very warm and friendly and easy to talk to. He educated me in many of my concerns and addressed every question with patience and kindness.”

Veronica USPS – Postal Employee, Los Angeles, CA

Mr. Koltun was very helpful and I look forward to the changes he’s going to help me with in the coming weeks.”

Martine -USPS City Carrier, St. Louis, MO

Ben was very knowledgeable and helpful. I understand my benefits better and will work with him again in the near future.”

John -USPS – Postal Employee, Belleville, IL

“I received lots of valuable information from my benefit specialist Ben Koltun. Thank you.”

Connie -USPS – Clerk, Los Angeles, CA

Ben was very helpful in explaining the different options for Social Security and answering my health insurance coverage questions.  He was easy to talk to and very knowledgeable.
He listened, (which is a gift in itself!) and recommended some interesting options that fit in our retirement goals. Super helpful!”

Pam -TSA Air Traffic Controller, Los Angeles, CA

Ken was very helpful and patient with us, allowing us to take our time on making the choices for our future. Thanks again, Ken.”

Alma -USPS – Clerk, Bakersfield, CA

Ken Horton was outstanding! His level of knowledge exceeded my expectations. I will be recommending your services!”

Anita -USPS – Postal Employee, Bakersfield, CA

“In a heartbeat, I would recommend your services and especially Ken. He is so personable, so helpful, I am so glad I was able to work with him so quickly. Yes, I am bragging about him.”

Roseanne -USPS – Clerk, Fresno, CA

“Curtis was very warm and friendly and easy to talk to. He educated me in many of my concerns and addressed every question with patience and kindness.”

Veronica -USPS – Clerk, Portland, OR

“Curtis was very informative concerning all areas I had questions about. I’ve already referred him to 3 colleagues. He was super nice and patient explaining and re-explaining when I did not understand.”

Jody -USPS – Rural Carrier, Grants Pass, OR

“Curtis was patient and knowledgeable. I wish I had used his services years ago. In addition to saving me money, he signed me on some plans that provide better benefits.”

Linda -USPS – Clerk, Burns, OR