Testimonials

Here is what some of our clients have to say about how we were able to help them. For confidentiality purposes, no specific information is given in these testimonials.

"Ron Woods became our financial planner in June 2003. I (Wanda) had retired in August 2000. I worked with an advisor that placed all of my funds at risk. During the stock market downturn, I lost more than half of my retirement savings, funds that we had planned to use for a comfortable retirement. Ron came along at the right time and helped me secure the money that was left. With Ron's help, I have started the process of rebuilding my money. The staff at Estate Planning Enterprises has been there for me through all of this process. I can rely on them to be there for me."

— Jack and Wanda Dickens
 

"Ron Woods became my financial advisor in 2000. I had all of my money in mutual funds. Ron explained to me that at my age, I should not have any funds at risk. In May 2000, Ron helped me move my money into safety.  I would have lost most of my money in the 2000 stock market crash. Ron also helped me with long-term care insurance, and just recently helped me obtain additional income through a reverse mortgage. I am now in excellent financial condition for the future."

— Betty Hester
 

"Ron Woods became our financial advisor in 1987. We had mostly bank CDs and were paying too much income tax. Ron helped us to move our money into tax-deferred accounts. Our money has been safe and has earned excellent returns through the years. Ron also made sure that we protected our money with long-term care insurance and proper planning. That planning process also means that after we are gone, the majority of our money will go to our family and not to the IRS. The people at Estate Planning Enterprises have helped us secure our future and our legacy."

— Phil and Bootsie Roeser