More Testimonials

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.

“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
Clerk, USPS, 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
Clerk, USPS, 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
Postal Employee, USPS, 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
Postal Employee, USPS, 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
Clerk, USPS, 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
Clerk, USPS, 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
Clerk, USPS, 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
Postal Employee, USPS, 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
City Carrier, USPS, 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
Postal Employee, USPS, Belleville, IL

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

Connie
Clerk, USPS, 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
Air Traffic Controller, TSA, 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
Clerk, USPS, Bakersfield, CA

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

Anita
Postal Employee, USPS, 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
Clerk, USPS, 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
Clerk, USPS, 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
Rural Carrier, USPS, 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
Clerk, USPS, Burns, OR

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