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What do our clients say about us?
What do our clients say about us?
"A highlight was coming up with the best retirement plan for me. The information came from an experienced educator and administrator, not a salesman."
"A highlight was coming up with the best retirement plan for me. The information came from an experienced educator and administrator, not a salesman."
[ Pam S. - 2nd grade teacher ]
"We need Paul in every school system in America to let the teacher know how good we actually have it and how much better we can make it!"
"We need Paul in every school system in America to let the teacher know how good we actually have it and how much better we can make it!"
[ Dave Fleischer - Financially Independent Teachers]
"I loved learning and understanding different types of retirement plans if I were an employee at a private company or for the government. I left feeling comfortable and knowledgeable on my options and confident knowing my next steps."
"I loved learning and understanding different types of retirement plans if I were an employee at a private company or for the government. I left feeling comfortable and knowledgeable on my options and confident knowing my next steps."
[Emily T - Student]
"I didn’t realize I have the ability to get into a 457!"
"I didn’t realize I have the ability to get into a 457!"
[ Shannon K. - Principal]
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