5 /5 Paul Sereni: After attending Traviss course a couple years ago, I realized that although I had been saving for many years, I really didnt have a plan for retirement, and wasnt sure if I had saved enough.
My wife and I met with Travis, who came up with a plan to cover our possible long term care needs as well as providing for income, and assured us that we could retire comfortably on the savings we had.
My wife is not the most trusting of people when it comes to financial issues, but she has become very comfortable with Travis, who has become a friend, as well as advisor, and she actually looks forward to our meetings.
The whole team at CFG treats you like family, and we have been very
happy with our experience with the service and financial performance during these unstable times.