Testimonials
Home / Testimonials
— MARTHA & DAVID L.
February 14, 2025
We Finally Have Peace of Mind…
Before meeting Yvette, we were overwhelmed by all the conflicting advice on retirement planning. She patiently walked us through every option, helped us avoid costly mistakes, and gave us clarity. For the first time in years, we feel confident about our future.
— JAMES T.
March 5, 2025
She Made Retirement Simple
Yvette has the unique gift of making complicated topics easy to understand. She didn’t rush us, and she never made us feel like our questions were silly. She made retirement simple, and we couldn’t be more grateful.
— LINDA P.
October 27, 2024
A True Advocate for Her Clients
After my husband passed, I was left unsure of what to do financially. Yvette stepped in like a trusted friend. She not only guided me through Social Security benefits but also made sure I had a plan I could depend on. She’s more than an advisor—she’s a lifeline.
— RON & KAREN M.
July 27, 2025
Knowledgeable, Honest, and Kind
Every conversation with Yvette left us feeling more secure. She was honest about what we needed, kind in her delivery, and sharp with her knowledge. She treats every client like family, and it shows.
— STEPHANIE B.
December 10, 2024
Exceeded My Expectations
I came to Yvette for financial guidance, but I walked away with so much more. She gave me confidence, encouragement, and a plan I could finally trust. She exceeded every expectation I had.
— MICHAEL & SUSAN C.
August 2, 2025
The Best Decision We Ever Made
Choosing Yvette to guide our retirement was hands down the best decision we ever made. She’s professional, thorough, and cares about the people she works with. We know our future is in good hands.
Designing Retirements That Go the Distance
© Copyright 2025. National Retirement Institute - USA. All rights reserved.
License # CA#0H77101
2022 All Rights Reserved.
License # CA#0H77101