Client Testimonials

“I really like the time Elizabeth took to go over all the paperwork I had asked for and I mean I asked for a lot of scenarios to go over. With the paperwork she brought came with clear understanding and she went over it all for me in great detail. Thanks for taking the time out for me on all that I asked for.”
~ Bryan Liggins


“Elizabeth and Kelly are both super to work with. They know what they are doing and answered all my questions. Highly recommend using them for any financial help.”
~ Pamela Pinkard


“Great!!! Carring!!! Will to go to the extra mile.”
~ Kevin Hamrick


“Elizabeth was very helpful with my retirement. Always available and friendly. Thank you for all your help.”
~ Cynthia Burmeister


“Elizabeth did a good job. Very knowledgeable, excellent job”
~ Sosamma Yahannan


“I felt very secure with Elizabeth’s help and she let me know I was doing the right thing for my security. My CPA highly recommended her and she made me feel comfortable. I know I could trust her.”
~ Patsy Townsend


“Without Elizabeth Inman’s help and advice we would have remained confused as to answers to some of our retirement questions. Her friendliness and competence help and advice was very much appreciated. She does a great service.”
~ Gerald L Compton and Mary Lou Compton


“Trust is something that is so rare in today’s world. Tom & Elizabeth Inman represent this character through and through! Lisa and I realize we only “know what we know” and we did not know much when it came to Retirement. After meeting with Tom & Elizabeth we have a comfort & “trust” knowing! Please give the Inman’s an opportunity to show you “truth!” Thank you with all our hearts! We love you so much!”
~ Mick & Lisa Schovanec, 07/20/2014


“Mrs. Inman has been extremely helpful by explaining important faces, i.e., Health Insurance, Life Insurance, Beneficiaries, Savings rates, Income, and how to fill out forms. Elizabeth also informed me about setting retirement date. She also helped me understand how much I will receive from Social Security. I feel strongly that I can trust her.”
~ Marcella D. Battle, 10/10/2016


“I’m so glad I met with Elizabeth and Kelly while I still have time left to adjust planning before retirement. It’s more complicated than I imagined and they’ve been thorough in answering my questions. Often what looks like a logical choice has consequences that aren’t clearly seen and they’ve helped me see the bigger picture. I’m confident I can plan for the retirement I want without big surprise.”
~ Stephen Cyr-Paulson


“Elizabeth is extremely nice and professional. All information was informative and relevant. Planning for retirement is very confusing. Elizabeth made everything understandable and was extremely helpful! I would recommend her to anyone for guidance on retirement!”
~ Amanda Chapman, 08/27/2016


“From the beginning, Elizabeth has been so helpful answering all my questions and always available to me. Tom and Elizabeth are so easy to talk to with no pressure, always making me feel comfortable with no pressure of any kind. I could go on-line for my financial needs, but I felt at ease with Kelly and Gwenda in the office and it’s over a year and I am still so pleased and satisfied. They can definitely help you with your retirement plans and decisions.”
~ Monroe Mosley, 02/23/2017


“My experience with Elizabeth was great. Very knowledgeable. Every Question I had was answered. If you’re about to retire or getting close to retirement this is the person to talk with, she knows it all. Very nice and pleasant. I was so afraid of what I might hear about retirement and after talking with Elizabeth I feel like I will be able to retire with ease. This is the person to talk to.”
~ Jana L. Hines, 4/6/2017