Client Testimonials

Client Testimonials

​"My husband and I met Raymond Lin at a retirement planning workshop he hosted.  We have been his clients since 2005.  We were very interested in his information so he gave us a complimentary consultation.  Raymond explained all the pros and cons of Fixed Indexed Annuity in details without any pressure.  We then let Raymond transferred our hard earned retirement money to Fixed Indexed Annuity.  Mr. Lin is very honest and trustworthy.  He will take very good care of you!"
- Rosalind and Alex Paternostro 
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"My wife Judy and I have had a very satisfactory and warm relationship with Raymond.  Although our initial contact with him was at a dinner presentation, he has never been like a high pressure salesman.  We initially transferred part of our 401(k) into Fixed Indexed Annuity.  After a worry free and fairly rewarding first year in terms of return, we decided to transfer our remaining 401(k) to the annuity.  In the current catastrophic times for the stock market, it is hard to describe how relieved we are that knowing our funds are in the product that guaranteed protection.  The beauty is we will still have all the money we started with and won't have to try to catch up a 50% or more loss.  Since we started with Raymond, he has kept in contact with us, more like a friend than a salesman.  I have recommended Raymond to my friends and feel very comfortable having done so, knowing the way they will be treated."
- Judy and Ed Harrison Jr.
November 8, 2008

"During this very unstable and chaotic financial turmoil our country is in right now, John and I didn't lose sleep over our retirements.  Our principal would never go down and our nest egg was secured.  Many of our family members have lost thousands of dollars of their retirement money.  Our statement proved everything Raymond said was true.  We would highly recommended that you talk to Raymond to secure your assets right now whether you are young or retired.  It is never too late to start planning for the future.  We are confident that our future is secured."
- John and Irene Ybarra
November 6, 2008