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May 2023 by Heather Drake
Understood my needs better than I did! Tristan has my highest recommendation. His expertise & guidance are second to none.
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May 2023 by Peyton Shelton
Wonderful company with great service and employees!! Would definitely recommend!
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May 2023 by Jake Berlin
Incredible customer service. I can’t wait to continue working with them!
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June 2022 by Joanna Trujillo
Tristan was such a huge help in creating a retirement plan that fit both my and my husband's goals. He kept the whole process simple and made sure that we truly had the best possible retirement. I couldn't be happier having Tristan as my trusted advisor especially if you are considering an Annuity in retirement. He was also able to illustrate when to claim social security so that we could get the maximum lifetime benefit and not just the maximum monthly benefit. He also helped us create a legacy plan by being able to transfer our estate to our kids so that they won't have to pay a lot of taxes. You should definitely consider working with Tristan.
