" Thank you so much, Holly! I appreciate the timeliness and detailed explanation. You are so easy to work with! It is very refreshing. Thank you for all you do for us!"
Jackie
" You've been really great. In fact, you've been the best. Keep up the good work. "
Steve
" Wow! Very impressive! Do you give seminars in how to keep a client? You know I'm kidding you, but you are exceptional in the command of language both in person and in your writings. "
Marlene
" I really do appreciate all you do for us. You all deserve gold stars! The business world can get pretty frustrating and it’s such a nice experience when you deal with people who you may not have met, but feel like you know them and they are “good people”. "
Cathy
" You are wonderful. This is perfect!! I really want to commend and thank you and your team in being so responsive to our questions. Working to get this information is often very difficult for us to get from most actuaries and we are beyond grateful to be working with true professionals. "
Jason
" And what a great PAL you are! Thx for all you and your team do. We feel very supported in an unfamiliar world. "
Teddy
" Holly, It’s a pleasure working with you…I don’t have to remind you or have to think about it. I know it will be done and done well!!!"
Monty
" And I really appreciate your creativity and thinking outside the box. I could not have come up with the plan, which is genius."
Joanna
" Fantastic follow up Holly! Not many could write such a detailed yet simple to read recap."
Kent
Scott Retirement Advisors, Inc., Thousand Oaks, CA
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