ReviewsKeep All Your Retirement Planning Benefits Like Our Clients
Retirees and investors like you come to us for clear, vetted advice about where to go next with their retirement planning. Weather any financial crisis, save large amounts of your retirement income, and lock in your gains for years to come.
Read through our clients’ experiences to see how our wealth management solutions can work for you. Once you’ve handled your investments, come back and leave us your feedback. We’d love to hear from you!
“Thank you for your recommendations, since I probably would have gone with a local stock broker when I retired here, not knowing where else to go. Luckily I met you and you have helped me to weather the financial crisis of 2009.”
“Knowing that when I read my morning newspaper I am not confronting my own financial ruin has saved me huge amounts of stress in these recent times. I am also very aware that when the market does pick up I will have my full amount working for me. This is good. Really, really good!”
“Wanted to thank you again for your help with my accounts. When you changed my funds, I doubled my interest monies. In fact in one account I made in one year nearly as much as I had over the past 5 years. I am very happy with your product.”
“I can’t thank you enough. Knowing that these gains are locked in makes it even better. I can sleep at night.”
“It gives us great comfort to know that you have placed our coverage with the safest insurance company in the country, enabling us to fully enjoy our golden retirement years.”
“We would recommend your services to our family and closest friends with complete confidence.”
“Our taxes have gone down and we now keep all our Social Security benefits instead of having them taxed. Thank you, John.”
“I want to thank you for taking such good care of my parents. Both of my folks think very highly of you and the professional way you handled their insurance and investments. We are well pleased.”
“We wanted to say thanks for the help with the Indexed Annuities. Marguerite and myself are both pleased with the annual returns they have provided for us as well as the help you have provided in answering our questions along the way.”
“In light of the current global financial situation your recommendations several years ago have been one of the best financial recommendations given to me. I appreciate the help you have given me with my account. I would not hesitate to recommend your services to others.”
“Thanks for helping me protect my retirement nest-egg. Had I stayed in the mutual funds that I was in when we met, even though it is perhaps one of the oldest mutual funds in the industry, I more than likely would have lost a sizable amount of account value over the past five years.”
Find Retirement Planning Strategies Today to Enjoy Life Tomorrow
Florida, Texas, Tennessee, Ohio, Pennsylvania. Michigan, Maryland, Wisconsin, & Nevada. Your ACM professional will work closely with you to create a comprehensive insurance based financial solution, that exceeds your financial goals. Drawing on a wide range of disciplines, we craft a long term personalized plan that ensures your assets work in concert, carefully preserving principal and maximizing return for you and your family. Call us today to get your 20-minute benefits review and get specialized access to guaranteed insurance-based financial solutions.