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

"I met Ron Woods in 1998. I had most of my money in stocks and Mutual funds. Ron helped me to rebalance my money to the proper risk for my age. Being in balance prevented me from losing most of my money in the 2000 stock market collapse. Ron also helped me with a reverse mortgage to provide me with additional income. My financial future is safe and secure, and I know that I can count on my Estate Planning Enterprises family when I have a need."

-- Jonie Lawson

"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

"We first met Ron Woods in April 2000 when we attended the Senior Financial Consultants Seminar. Most of our money was invested at risk and the stock market was beginning to decline. We took Ron's recommendation and moved all of our money into safety. This decision helped us keep our money. We would have lost most of our retirement funds if we had not taken Ron's advise. Our money is secure and has earned excellent returns.  Additionally, Ron
helped us with a reverse mortgage, which is providing us with additional income.
Thanks to Ron, we feel comfortable with our financial future."

-- Bill and Cathy Rowlan

"My (Walt's) sisters, who are clients of Ron Woods, referred us to Ron in 1994. Ron and the Estate Planning Enterprises staff now help manage all of our retirement funds.  Our money has been safe and has earned above average interest since 1994. Ron also helped us to secure our money with long-term care insurance. The staff at Estate Planning Enterprises is always there when we need them." -- Walt and Jacque Whitaker