Don and Betty W.

“My wife Betty and I attended one of Jerry and Nick’s workshops for seniors in March 2002.

We had saved up for our retirement here and were comfortable with the size of our accounts but weren’t happy at all with the yearly taxes going to Uncle Sam (no relation).

Jerry and Nick immediately suggested changes and we carried them out resulting in a larger income of tax-free dollars and savings of thousands in taxable income! Thanks!

We continue to use their advice and their trustworthy friendly service offered by their professional staff.”

– Don and Betty W. (Current Client Since 2002)

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