Donald Jerry Secured Retirement Income and Gained Capital for a New Car

Dan sits down and talks to you about it. He looks at what you have and he says, "Well, this is the best way to get this money, and it's the best way to use this." I'm Donald Jerry. I got a hold of Dan because I saw about it, and I looked it up on the, uh, internet, checked him all out, made sure everything looked good because Fidelity that I had was not giving me what I wanted. They had started it, they dropped a few people that were there, and then the person that took over wasn't really interested in how much money. And I didn't have a lot of money, but I had enough to keep my nest egg going. And I got a hold of Dan, and Dan helped me out with it, and he's still helping me out today. My biggest concern was losing money. Dan helped me out. We looked at different options, and I looked at the same options with Fidelity. I talked to them about it and everything, and Dan had the better deal. Dan had the idea. He got a hold of me. We talked about what I wanted, what I needed, and how he could get me there. And he showed me things on videos and on the screen. He was right there, and anytime I needed to call him, I could call him. And he'd, you know, a couple of days, maybe a week or so, but he'd still get back to me. And the other lady he works with is very good. She gets a hold of him and tells, "Hey, listen, Don wants to see you about this." I give her the information, and she tells him about it. When I was looking at the plan, he gave us an idea. My wife and I were there, and he showed us both what was going on and what we needed to do and how he could help us build it better. And he gives examples. He showed us what was going on, gave us a 10-year hit or a five-year hit too, and we said, "Yeah, that looks better." You know? I've been making some money out of there, you know? I mean, I don't have a lot in there, but Dan is helping me to fix it. I saw the writing on the wall when they were getting ready. I was 64 years old, and Geosciences Corporation decided to say, "Okay. Well, we're gonna get rid of some of these people." At this here, I moved things around. I got the IRA going, and I looked into different other things. And the one thing that I didn't look at, which I was-- I found out later after I had retired, I got a hold of Dan, and he told me, "Well, we'll put this much in here, and we'll move this over here, and you can use this for money management. And we can just keep the rest of the retirement off to the side. If I needed it, I could get it." It's a lot better. Last year, we gained a great deal of money, and then I just bought a new car. And he's looking at it, and he's saying, "We'll build that up. You should be able to get that back, no problem." I've only been retired for two years, so I'm still looking at whatever else I wanna do. I was able to buy another car, so hey, you know, he's doing very well