I wanted to build a plan for my retirement and was looking for someone to keep me abreast of the changes in the economy. My main concern was whether I had enough money to support my lifestyle in retirement and if I could retire in 2012 comfortably, which I successfully achieved under Carmen’s direction. Carmen and her team worked together under her direction and provided great options which allowed me to retire as planned.
Carmen kept me up to date with ongoing information and various options for my benefit, and scheduled meetings to discuss her plans for my retirement and beyond. They made me feel part of the team, staying in contact with new information, suggested changes, or opportunities, and providing easy phone access with a timely response if the line was busy. Carmen and her team put together a great program, and I have been enjoying my retirement since 2012—I am financially in great shape.
The ability to retire on my schedule and feel comfortable about retiring really stands out, along with the constant follow-up about my account and even personal calls to see how I am doing. If you want a partnership with your financial advisor—someone who stays abreast of your account, keeps current with changes in the economy, and provides future opportunities to improve your portfolio—then Carmen is the person you want. I currently recommend Carmen Jennett and her team all the time, and I have a very successful retirement program.
- Patrick J., Reno, Nevada
*Non Compensated client testimonial; existing relationship may influence the testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
