Financial Consultants in Longview

“My husband and I recently sat down with Staci to sort our way through the complexities of Social Security as it applies to my husband at retirement age. We used her Social Security forecasting software to determine the best time to begin drawing his benefits. Staci was professional, knowledgeable and easy to work with. We attended her planning seminar here in Longview which was our first step in this journey.“

“One of the best people I know. Very knowledgeable and educates you to allow you to make best decision for your family“

“We just met with Staci, and what a great firm! From starting the process with her assistant, Karen, to our meeting today has been professional, informative and very reassuring! We are looking forward to a long relationship with them!“

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“Tyler has been working on my retirement for several years . I have been very pleased with his input and the performance of My Retirement. I would personally recommend Tyler to a friend or a relative.“