Client Testimonials
In my many years in business, I have had multiple financial planners and insurance advisors approach me regarding my finances. I was actually surprised that Jennifer was able to show me some programs I was not aware of. She pointed out some of the holes in my financial plan and was very thorough in her explanations, which made me very comfortable in working with her. Now, my plan is more complete and places me in a better position at retirement.
Ron Brown, General Manager in Auto Industry
Santa Monica, CA
My wife and I have always been good savers, but we were not diversified. Also, with four young children, we were concerned with not having life insurance. Jennifer has a way of simplifying a potentially complicated process and put us at ease with moving forward with the plan she suggested. We know she cares about our family and we continue to have a friendship with her.
David Okonkwo, Husband and Father of Four
Colton, CA
Jennifer was very easy to talk to and I completely trust her with my finances. Before she shared with me the importance of having an estate plan, I thought all of my assets would transfer to my children with no problems. Fortunately, through TFA’s affiliate estate planning attorney, now I feel secure that everything is in order.
Betty Brown, Retiree
Carson, CA
Ron Brown, General Manager in Auto Industry
Santa Monica, CA
My wife and I have always been good savers, but we were not diversified. Also, with four young children, we were concerned with not having life insurance. Jennifer has a way of simplifying a potentially complicated process and put us at ease with moving forward with the plan she suggested. We know she cares about our family and we continue to have a friendship with her.
David Okonkwo, Husband and Father of Four
Colton, CA
Jennifer was very easy to talk to and I completely trust her with my finances. Before she shared with me the importance of having an estate plan, I thought all of my assets would transfer to my children with no problems. Fortunately, through TFA’s affiliate estate planning attorney, now I feel secure that everything is in order.
Betty Brown, Retiree
Carson, CA