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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.
able to help them. For confidentiality purposes, no specific
information is given in these testimonials.
| Jack and Wanda Dickens |
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.
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.
| Betty Hester |
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.
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.
| Joni Lawson |
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.
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.
| Phil and Bootsie Roeser |
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.
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.
| Bill and Cathy Rowlan |
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.
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.
Walt and
Jacque
Whitaker
Jacque
Whitaker
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.
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.
For questions or comments regarding the website, contact Randy.
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