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George and I met Harry when he was
helping us with estate planning. Over the course of the weeks we
worked on our trust, Harry learned that we had been taken advantage
of with a risky variable annuity. He helped George get our money
back from the company and we did not have any penalties. Harry
helped George find a safe place for his money.
Last July 4, I lost George to
cancer and I was devastated and I didn’t know what to do because
George always handled the money. And I was worried because George’s
pension stopped when he passed.
Harry sat with me several times and
helped me organize my finances. And fortunately, because of the way
he set up George’s money, I now have a good, dependable income from
the safe annuity Harry had set up. I do not have to worry about
money.
Bridget Hawley |
