"I began working with Alexis almost 17 years ago when our small but growing business needed health care and a retirement plan for our employees. Alexis was able to help us provide those particularly important benefits that we needed to help retain quality personnel in the business. As the years went by and our business grew, Alexis not only began helping us achieve our business goals, but also our personal financial goals as well. She made sure we were covered with proper disability and life insurance coverage should something happen to me, preventing me from running the business. She met with us frequently and asked my wife and I what our long-term financial goals were. When we told her I wanted to be able to retire by age 50, she didn’t flinch. She produced and laid out a plan for us to follow to achieve that goal. Even though we doubted that goal could ever actually be reached, Alexis stood by us, assured us, and helped us make that goal a reality. When we had an opportunity to sell our business in 2015, Alexis and her team sat down with us and laid out a plan. We highly recommend Alexis and her team for anyone seeking a financial professional of the highest integrity, with complete transparency, to help them reach both their personal and business financial goals."
-Michael Josowitz, 8-29-2024
