When I got divorced I was petrified about what I was going to do financially. I never thought I would be a single Mom but I became one. My best friend told me she had heard about Cathy and how she had helped someone in her office and I should speak to her. She was so reassuring and helpful I don’t know what I would have done without her! She did a perfect financial report and showed me what I needed to make it and what I was entitled to with my Husbands 401k, IRAs, etc. and my attorney went after him. We won and I got everything I was entitled to and thanks to her guidance I am living nicely and actually putting money away for my retirement! She is the Best!!!
When my Husband and I decided to prepare for Retirement, we went to several different Seminar-Dinners and individual conferences but no one took the time and showed us the various options we had as Cathy did! We met several times until we were all satisfied with what she recommended and we went with her. It has been 5 years now and everything she promised has come true! We are enjoying our Retirement with no money worries whatsoever!! We are so grateful we found her and have the Worry Free Retirement we wanted!
When I turned 62 my neighbor told me I should take my Social Security right away because it was “free money”. I was still working and if I had listened I would have made a major mistake because of the penalties I would have had to pay and the fact that I would be collecting the minimum amount for rest of my life. Cathy showed me 3 different examples of what I could get and I did what she suggested and am so grateful I did!! She keeps up with the changes from Social Security and always has the latest news and what is best for her clients. No one should take their Social Security until they talk to her first! There is so much the average person just doesn’t know and it can be a major mistake you have to live with for the rest of your life!