Kent and I want you to know that you and your staff at Valley Estate Planners have gone above and beyond the “call of duty” regarding our finances.  You have been our financial advisor and good friend since 1997.  We have developed increasing confidence in your insight and “creative” thinking, and have enjoyed steady financial growth – avoiding the huge losses of the stock market and enjoying, at present, the power of “0” through our various types of “hand picked” annuities.  We feel you have managed our assets wisely and with great care and honesty.  Now we look to the future with confidence.  We are also impressed with the way you have handled our daughter’s assets, 
along with her college planning too.

~ Kent & Leona F.

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The Workshop was a good overview of the process and funding source. Interesting explanations of EFC and Need. ~J.J. {West Dundee, IL} 
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I think it is about time that I take a few minutes to thank you for your many services.  My husband, Chuck, and I started doing business with you when you were operating out of the trunk of your car – many years ago.  During the years we have continued to invest much of our money in the products you have suggested.  You always explained very carefully all the details of each transaction.  We have been very happy with the returns of our investments.  Since Chuck passed away 7 years ago Cory has continued to help me.  He has flown to Arizona many times to help me – I could not have done it alone.  I would like to thank Linda, also.  She is always so helpful over the phone dealing with all my questions.  Many thanks again to you both.

~ Beatrice H.

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If we hadn’t met you over 25 years ago, Mary and I never would have had the retirement we’ve enjoyed.  I don’t have to worry about going to work.  I’ve felt very confident – you’ve never steered us in the wrong direction. Thank you Cory.

~ Charles W.