Herb and I really want to thank you for all the help and time you have given us in working with our finances. You certainly have gone “the extra mile,” and we very much appreciate all your efforts on our behalf. It is a pleasure to work with you and your staff.
Herb and Nancy
Attending one of Jean’s seminars four years ago was a life-changing event for us. Her attention to her clients’ individual needs is her priority and she is a master at it. We were very confident in her recommendations and knowledge. Jean is caring, conscientious and fun to be with too!
Frank and Nancy
The Villages, FL
Like many retired senior citizens, my wife and I were searching for a way to increase our monthly income to combat the rising cost of living in all aspects of everyday life. We had tried (unsuccessfully) to find a source that would understand our needs and give us choices to select from, that we would feel comfortable with. We had heard about Jean Dorrell, the president of Senior Financial Security, Inc., from neighbors and by an informative monthly bulletin sent to clients. We called Jean and asked if she could meet with us in our home, she said “yes.” We discussed with her what our source of income was and how we had tried CDs and mutual funds and were not satisfied with the results. She asked many questions and discussed risks and benefits of different options.
In about a week’s time she returned with her recommendations ranging from annuities to reverse mortgage that we might consider. We selected a program with little or no risk that would increase our income and provide us a more comfortable lifestyle and happier times to enjoy the golden years.
Bill & Shirley
I don’t know when you’ll open your mail but I wanted to send a special thank you for the lovely Thanksgiving meal you provided today. It was a pleasant afternoon meeting new people in such a relaxed atmosphere while enjoying our food and “drinks.”
You are the perfect hostess and one who is so generous!
May the dear Lord bless you a hundredfold for your kindness shared with others.
As we celebrate this Thanksgiving, we have placed you high on our list of reasons for which we are grateful. May only good things come into your life.
P.S. You have a great staff working for you. They too added much to making our day enjoyable.
Spring Hill, FL
The purpose of this letter is to commend and congratulate you on the publication of your new book entitle Protect Yourself. Kim and I have just become aware of your accomplishment of this lofty goal. We are confident that your book will be of immeasurable assistance to your readers. I am sure it holds the same secrets of success that you espouse in your seminars that have been so helpful to thousands of clients.
Kim and I are so appreciative of the wise counsel and friendship that you have extended to us. We, like others, were floundering, and with precision skills you have “protected us”. The help and guidance you have to us and countless other seniors have provided not only security, but from a health standpoint, peace of mind.
The deep concern and sincere efforts you put forth to each client are the attributes upon which great organizations are built. The work that you, Eric and other team members have done with our senior community is admirable and you have gained an enviable reputation in Florida.
God bless you and your staff. We wish you continued success in the achievement of your goal to assist seniors.