1:46

Brooke Willin for Customer Testimonial Videos

July 31, 2022

Video Transcript


Speaker: Brooke willin

Could you describe your experience meeting with Cindie & Danny?

Brooke willin: Hi everyone, I am standing under the roof of one of the proudest moments that I have had which was purchasing a home with my spouse and we have Cindie and Danny to thank for that because we sat down with them a few years ago and we built a financial house uh metaphorically speaking, and if you have not sat down with them to build your financial house, you have to do it as soon as possible. It offers a lot of insight. Um but through that meeting they were able to understand our financial status and um also what our goals were. And in turn they taught us about different savings and investment opportunities, so very grateful to have somebody to navigate us through that because it could be definitely very confusing and you want to protect your money. Um And then beyond that we wanted to protect our new investment. So we also got life insurance as well, so they were able to help us with this. Um And then even before all this happened, um I was working retail jobs and typically they don't offer retirement benefits like a 401k So I opened up a Roth IRA and I've maintained that because I don't want, even though now I have 401k through my work, I don't want to be solely reliant on a job. So I've maintained the Roth IRA and that's been great and I feel secure in my future knowing that they've helped me set up all these things. Uh so if you haven't sat down with them do it as soon as possible.



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