| Couldn’t Get Social Security – working 2 jobs each |
| Fixing our will so that I feel in control of our assets when my husband passes away |
| Saved $185,000 in Capital Gains Tax |
| Reduced Overall Income Tax to 9.7% |
| Restructured salary to give an extra $4,700 net per year |
| Reduced Interest Rate on Loan from 7.04% to 6.49%, waived application fee, consolidated personal debts – saving $380 per month |
| Protected son during marriage break up |
| Finally I am getting help benchmarking my investments to monitor true performance |
