SAFE & SOUND FINANCIAL SOLUTIONS

I was quite thrilled with Kathleen.  She was very patient with me and

explained everything in great detail, including all of my options.  When

she showed me the power of not losing, it was a real eye-opener.  I

only wish I had met her years before so that I could have implemented

the private reserve strategy long ago.  Lauren P., indianapolis, IN
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Kathleen is so knowledgable and I was truly impressed with her professionalism.  She helped me get my family trust in place for estate planning, find money that I was throwing down the drain, guided me with my financial planning for retirement, and did so where my money is now safe and secure with so many benefits that I did not even know existed.  I highly recommend that you have Kathleen help you with your financial and estate planning.  Jennifer B., Woodland Hills,  CA

 

The question, "where have you been all my life?" is so true here. I wish

I had met with Kathleen 20 years ago so that I could have started with her

private reserve strategy much sooner.  She's the best!  Joe K, Canoga Park, CA

                                

"I initially didn't want to meet with any advisors, and have avoided it after having lost so much money in 2008 after implementing an investment plan with an investment advisor that was recommended to me by my neighbor.  I've met with a few advisors in my life and they always want me to cut back on my lifestyle spending to put money into their mutual funds and bonds.  That's not the case with Kathleen.  She didn't ask me to cut back on our spending.  As a matter of fact, she showed us a way that we could put MORE money into lifestyle so that we could eventually take more trips and not have to worry about eating cat food when money gets tight during retirement.  She found the money for us to do more with!  I highly recommend taking the plunge of the 1-2 meetings with Kathleen so that she can find the money being unknowingly lost through the usual methods of paying off debt."  Romaine L.

Granada Hills, CA

 

When Kathleen told me that she would help me "find the money"

and do so for free, I was quite skeptical.  But she did.  I was putting

extra money on my mortgage payments and she showed me why

this is not a good strategy and to instead use her private reserve

strategy.   I will now be far ahead by using that same extra money

I was paying to my mortgage company to have it in a private

reserve that will create a nice nest egg for my retirement years. 

I recommend Kathleen wholeheartedly!!  Kevin H., Santa Monica, CA

 

"Ha!  Who knew!!!!  I have been following the same patterns of financial responsibility as my parents and that of the banks.  Little did we know that the strategies to pay the bank back the money to buy our house was a strategy that makes the bank rich and takes the control of our money away from us!  I thought this was the only way - to pay off the house as fast as possible.  What a big lie!  Kathleen taught us how money really works and it's not what our parents were taught.  Had we kept on that path and a life event happened that left us jobless or sick and unable to work or some global event that puts us in a bad position financially as a country, we would not have access to our hard-earned money.  Kathleen showed us a way to maintain control of our money, rather than accelerating payments to our debtors.  She taught us that there is good debt and bad debt and helped us to quickly identify which is which."Terry G.Tarzana, CA