My family and I own a home and a small business, but as many others, we have debt and wanted to find a way to get out of debt and plan for retirement, especially with three young children and wanting to grow our family by one more. It is important that we could find a way to get out fo debt, including our mortgage and prepare and plan for the future but did not know how to get started. In meeting with Dennis & his team at The Broker Solutions Agency, he was so helpful in showing us how he could help us accomplish our goals. He took us through a simple educational process that clearly made sense, then we started the process of getting him the data he needed to see what he and his team would come up with, and if it would make sense for us. Let me say not only did he do all that we needed, and he said he could do, but even more! We are so extremely happy with what he and his team have provided for us and now for the very 1st time we have a clear roadmap and plan and are now well on our way to get completely out of debt in one third (1/3rd) the time than what we were doing, and as well be certain 100% that we will have a great retirement. I would highly recommend Dennis and his team any day of the week.
Angela & Brian M: Discovery Bay CA
Erika M., MA ★★★★★ We have now been on the plan for almost two years now and have paid off over $50,000.00 in debt. Our personalized financial plan shows that we could be completely debt free within 10 years, including our mortgage, and still be able to send our 2 children to college and retire without financial hardship.
I would like to say that working with Dennis and his team with The Broker Solutions Agency has been very satisfying from the very beginning. We started out looking at options for myself with insurance and he provided me and my husband several options after he guided us through the process of understanding what life insurance is all about and how it can help in the event of a premature passing. He was very informative and took the time and was very patient while I had lots of questions and was learning all about this since this was my first time to do anything like this. If you want to work with someone that is not “commission driven” but has a sincere desire to do what is best for the client, you need to work with him. Besides, his knowledge base is quite broad as he has been in the business for several decades, not a newbie. My recommendation is Dennis and his team to help you and your family.
Jenn & Aaron K: Stockton CA
Well, I would like to highly recommend Dennis and his experienced team with The Broker Solutions Agency to assist you in any area of financial matters that you may have. He helped me make some changes that involved a qualified annuity and life insurance. As a single mom being concerned about all these things that seem so foreign to me, he was very informative in providing me with all the information I needed to make the changes I was interested in. I feel he has helped me with our financial future. He is truly a professional and takes the time needed to make sure you will have all your answers clearly laid out and that you understand. Also, his knowledge is extensive and is willing to take the time to make sure the outcome is in your best interest, not his. I would, and am recommending Dennis and his team to you and everyone I know. He is great to work with.
Crystal S: San Marcos TX