Scott Zimmer - Terra Geothermal Inc.
Thank you for helping us. You and the team at The Peacock Sheridan Group were able to share a level of planning that is definitely innovative. Thanks again. Scott.
Chris & Leah Zimmermann - Big Slick Custom Made
When we first started talking to Dustin 3 years ago, we were just getting our family going and thought we had our planning in check. Dustin was able to share some innovative ideas that did not sacrifice our monthly spending and enabled us to protect our needs and start saving for the future. Now that we can spend less time focusing on our financial affairs we can direct our energy towards our business, which in turn increases our bottom line. Chris & Leah Zimmermann.
Rob Dion and Lee Ivans - The Dion Ivans Group
Being in a partnership in today's business world poses some financial challenges if the proper planning is not properly addressed. Dustin was able to have an open discussion with us regarding the "what if's" of a partnership. He was able to illustrate our potential challenges in an easy to follow manor and provided a solution that fit our overall objectives. Rob Dion & Lee Ivans.
Jordan Tetreau and Andrea Mikkelson - Mint Property Group.
Since we began working with Dustin our business has seen significant growth. Dustin has taken care of all our partnership planning and has been there for many changes along the way - corporate and personal. In turn we have been able to focus on what we know best, recreational real estate sales and marketing. Jordan.
Dr. Brett R. Phillips, B.Sc., L.Ac., N.D.
Dustin Serviss has provided me tremendous help with my business planning. His insight and strategic thinking has put me ahead of the curve in both my business awareness and monetary gains. In the decade that I have known Dustin, he has shown me nothing but hard work, confidence and dedication. In my opinion, Dustin’s breathe of knowledge and skills are far superior to that of the regular financial planner. Brett.
Greg Carlin and Rocky Becker - Partners in Grayhawk Industries Ltd.
Dustin was a pleasure to deal with regarding our partnership insurance. His extreme attention to detail and his energetic personality made business dealings a refreshing experience. Greg.
Troy Hunnie - Owner of Spincaster Productions Inc.
Dustin has a sense of looking ahead and making sure nothing gets missed. If there is a way to get things done he will find it. He is an extremely hard worker and will make sure your best interest is always kept at the forefront. Troy.
Mark and Terry Oatway - Owners of Oatway Contracting.
The thing that makes Dustin Serviss's practice, is his persistency and his personality. The experience we had with Dustin was enjoyable and accommodating to our needs. He has an amazing amount of patience as well as an ability to illustrate the need for certain coverage's when running a business. Terry.
Ryan and Jaime Dion
Dustin was able to refer us to a strategy that; pays our mortgage down significantly faster, lowers our monthly mortgage payments and could save us approximately $100,000. This strategy allowed us to obtain; life insurance, an investment plan and a better lifestyle month to month. From a financial planning standpoint, by implementing this strategy Dustin was able to improve our financial picture as well as improve our daily living. Ryan.
Sarah Zimmermann - SugarCup Cupcakes
I have known Dustin for many years and always respected his drive to help people. I believe by asking me a lot of questions regarding my business he was able to build me a plan that fit my situation now and provides ample growing room for my future business growth. As a business in the infant stages a proper foundation is key and Dustin has given me that confidence to focus on my business and not on my financial planning. Sarah.
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment