Our regulators prohibit the use of testimonials.
What we are creating are several series of short narratives of life’s crossroads and financial milestones experienced by some of our clients.
All stories/case studies are hypothetical and use fictitious names.
Nate and Sarah just bought the house of their dreams. Five years they planned for making this move.
Marty and his new wife honeymooned in Italy. They enjoyed many of the touristy things, but being a retired machinist, he is always interested in complex structures.
We had some fun in the editing room with this video, spot the fun we had!
Marty lived in an apartment, above someone’s garage, a short ride from the refinery where he worked his whole adult life.
Saturday morning, Charlie got a call from the power company. She’d just moved into her new home and they said she hadn’t paid the deposit to move the account to the new location.
“Ooh, that’s fancy!” said Charlie’s friend when she discovered her espresso machine. Before the pandemic, they met regularly at a local micro roaster coffee house to catch up on each other’s lives.
Snowbird Nancy is usually upbeat. She enjoys wintering in Arizona, and summering in Idaho.