Financial Consultants in Longview

“My husband and I recently sat down with Staci to sort our way through the complexities of Social Security as it applies to my husband at retirement age. We used her Social Security forecasting software to determine the best time to begin drawing his benefits. Staci was professional, knowledgeable and easy to work with. We attended her planning seminar here in Longview which was our first step in this journey.“

“Highly recommend working with Andy to meet your financial goals! He's helped us many times over the last several years, answering all of our questions and guiding us on preparing for our future. We reached out in 2020 for help refinancing out home, but he offered a full financial consultation as well. He was able to help us identify areas that we could improve or consolidate some of our investments, and we are so grateful to have someone so knowledgeable looking out for us! We meet with him 1-2 times a year now and each time, he's very thorough in reviewing our current finances and making changes as needed. Thank you, Andy!!“

“We just met with Staci, and what a great firm! From starting the process with her assistant, Karen, to our meeting today has been professional, informative and very reassuring! We are looking forward to a long relationship with them!“

“They take care of us here at GYMBOX. We can’t ask for anything more from them! Scott and Jennifer have our backs!“

“Tyler has been working on my retirement for several years . I have been very pleased with his input and the performance of My Retirement. I would personally recommend Tyler to a friend or a relative.“