Client Testimonials - Safe Money Mix

Erin

I work hard for every dollar I make. I feel it’s imperative to not just protect my savings but maximize growth (with as low risk as possible) to set me up for a comfortable retirement. I’m not well versed in investing but knew immediately I was in good hands with Dustin. He helped me find peace of mind as we navigated this together. He was very thorough, making sure I understood every aspect of each option. Most importantly, I felt he truly cared about my decisions and my future; he’s definitely passionate about what he does. I was impressed with every meeting with his depth of research and knowledge he brought to the table. It feels good to finally start being more proactive in investing in my future - with my own personal guide, safely helping me along the way!

Tara

Cary and Dustin are an amazing dynamic duo when it comes to the insurance/finance world. Not only are they experts in their fields but add to that personable and personalized service that you can trust. I highly recommend them!!

Matt

Larry

Being a first time person joining Medicare and not having a clue, Kirsten walked us through the process and explained everything clearly. A very qualified person who was available as we went, which I believe became weekends and later evening hours. Thanks again!

Michael

The knowledge between Dustin and Cary is truly amazing and has been a lifesaver for us. We realized we were doing some things right, but also missing key pieces when it came to securing our financial future.

They helped us:
• Identify gaps in our financial plan
• Better structure our long-term strategy
• Understand areas we could improve and optimize

I’m beyond grateful for their guidance and recommend them regularly to friends and family.

Pat

I loved working with Dustin and Cary on selecting the best income annuity. It was important to me to find something that gave me a lifetime benefit and also helped preserve my principal. My first annuity payment was just deposited into my checking account and I am feeling less stressed about my monthly budget. Before buying this annuity, I had a lot of anxiety about how to take money from my investments and now I'm on auto-pilot!

Judy

It's the attention we get from Kirsten Cook that pushes our score up for you. We have recommended her to friends and they think she is terrific also. Knowledge, consideration, personal attention makes us extremely happy to work wit you!

Malani

Kirsten is incredibly knowledgable and professional She listened to my needs and helped me find the best healthcare plan that fit. She expressed great patience and explained a variety of options; never pressuring me into picking any particular plan. I will absolutely send my friends and family to Kirsten, knowing that she is in this for all the right reasons! Thank you!!!

Dianne

Derek

Dustin and Cary both took the time to understand my needs and desires for insurance and investment. While I hoped I was on the right track prior to working with them, I now know that I am on the right track. I feel secure that my investments are diversified and safe to weather the ups and downs of the market, provide me with a very comfortable retirement, and also help guide me to meet financial goals prior to retirement. I cannot thank them enough and recommend everyone make the time to sit down and speak with them both!

Marvel

Kirsten is a great agent always answers any questions and explains everything. Very professional. I love working with her!