Maximizing Retirement Benefits with Cash Value Loans When planning
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Collection of resources explain why the wealthy use life insurance and you should too
hear what our clients have said
Hollie Clere, Social Media Strategist
After having had a bad experience with a financial person in the past, I asked Kelly some hard questions before even introducing him to my husband. Most of it had to do with trust, focus and decisions we had gotten hurt with in the past. Kelly not only paid attention to every detail to the aspects to my questions but showed me where we had made some great choices and talked about the importance of each decision. He nis relationship focused. When my husband met him, Jer’s demeanor switched from debate to encouragement. Kelly’s presence alone made my husband comfortable and they visited about a lot of aspects of things.
Greg Peterson, Founding Partner
Kelly was excellent to work with. His different approach at looking at money was an eye opener to us. We will continue to work with Kelly in the future and highly recommend having Kelly involved when it comes to investing.
Edward Hilton, Chief Technology Officer
Kelly has exceeded all of my expectations. He provided education, experience, excellence and integrity! This is so important when working with a client's personal finances. As a school educator I appreciate his focus on education so that I could make the most informed financial decisions. I have a much clearer understanding of banking, finance, and investment now, and this will help my family currently and in the years to come. Thank you Kelly and kudos to the Mountain Financial team!