Скачать или смотреть Why Bill & Kristy Switched to RichLife Advisors | Retirement Planning Client Experience

When Bill & Kristy received a mailer about a Social Security workshop in Buford, they decided to attend — and that one seminar changed the direction of their retirement planning. After meeting with Beau and hearing the RichLife approach, they immediately felt a personal connection and a level of support that stood out.

In their own words, they chose to move forward with RichLife Advisors because they felt Beau “had their back,” and because he built a long-term plan designed for both of them. From the start, they appreciated how comfortable the process felt and how clearly everything was explained.

Over time, Bill & Kristy have gained more knowledge about their retirement options, reduced financial stress, and found greater confidence in their retirement plans, knowing they have a plan tailored to their goals. They value the personalized attention they receive — including the preparation Beau does before each meeting — and the ability to call when they’re planning something big, like a trip.

If you’re looking for a retirement planning experience that feels personal, straightforward, and truly supportive, their story offers a transparent look at what working with RichLife Advisors can be like.

Learn More

See more RichLife client experiences:
👉 https://richlifeadvisors.com/client-s...

Ready to explore creating your own RichLife Retirement Plan?
📞 Call or text 877-731-7424 to schedule an appointment with a RichLife Advisor.

Disclaimer:

Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success. Clients of RichLife Advisors have an incentive to promote its services. There was no compensation provided for testimonials.

RichLife Advisors, LLC provides investment advisory services through Fiduciary Capital, Inc. James Henderson (Beau) is a licensed insurance professional in GA. RichLife Advisors and Fiduciary Capital Inc are affiliated companies. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.

RichLife Advisors does not provide tax or legal advice. You should consult your own tax and legal advisors before engaging in any transaction.