ADDITIONAL SERVICES

I thought I was doing everything right. I had a Will and had my daughter listed on my house and checking account. I'm so glad I went to their seminar and learned why that was not a good plan. I have all of that changed now. And a much better plan put in place.

I was so glad that a friend put me in touch with The Advisor Group. Being a single woman, I was really concerned with my son being able to take care of me. I was knocked unconscious and had to be airlifted to a nearby city and I was in a coma for a week. My son wasn't able to make decisions for me and now I know I am taken care of, thanks to the plans put in place with the advisor.

When my brother left me some money after he passed, I knew I needed to set up an estate plan to pass things along to my kids. Lonnie and his team took great care of me and went way beyond what was expected, helping me set up special accounts to pass things tax free to my kids.

Lonnie was so helpful in getting me set up for Medicare and all that goes along with it. I really appreciate that he took the time to explain the differences in the plans and why some people pay a $0 premium every month. I had a lot of drugs too, that I take, and he put me on the best plan for my situation.

I have been going through probate on my dad's estate for over a year now. I don't ever want my kids to have to go through this. I was so glad I attended your seminar at the community center! My advisor and attorney were so helpful and now I can rest knowing that things are taken care of. Thanks!