Testimonials
“The best advertisement is a satisfied customer.”
~~Philip Kotler
It is a pleasure to recommend Paige as a conscientious and professional advocate for her clients. In working with Paige, I've enjoyed her direct and common sense approach to problem-solving while keeping a friendly sense of humor. I believe you'll find her an intelligent and knowledgeable asset in an ever challenging and changing environment.
I've been a specialist in long-term care for a number of years when I met Paige. I immediately recognized the bar she set for her own business success, work ethic and integrity were much higher than many in the industry. Her level of authenticity, expertise, care for clients, and willingness to help me help my clients are extraordinary. She represents the best-in-industry when it comes to professional, caring service and knowledge.
Paige and her team worked tirelessly to bring Circle of Care to small, underserved communities. And everyone benefitted. Their commitment to these local communities is exactly what it takes to make a difference and proves that even small steps make a big impact.
Our estate is quite complicated and our investment advisor could not grasp our growing concerns. When Paige sat down with us to review the existing structures and what we want for our retirement income and future legacy, she was able to make crucial insights. We value and trust her knowledge and abilities for our financial well-being.
Paige has shown sincere concern and care for under-served communities in the creation of the Circle of Care. Her diligence in bringing together local professional experts also helped them understand how useful a grassroots program like this can be.
Paige is one of the most diligent agents I work with. She makes unrelenting effort to understand fully how the products and underwriting work and how they best serve her clients. Best of all, she is cheerful, easy and pleasant to work with— she always puts a smile on my face!
Paige’s presentations and interactions with our residents are exactly what we needed to help us navigate today’s complex and ever changing financial world, especially for seniors. She clearly lays out complex details, and takes the time to patiently help ease confusion and dispel misinformation, always with care and sensitivity. I am very pleased to recommend her as an educator, speaker, and all round advocate and knowledge expert in financial planning for seniors.
Paige is wonderfully gifted in working with people, and makes great presentations to groups. She has a wealth of knowledge about long term care planning, and will work with you to find what is truly best for you.
I was amazed at our first meeting. No one had ever spent this much time, listened so patiently, and concerned themselves so earnestly to make sure I understood all my option and selected the appropriate plan. Paige continues to give me stellar service—as if I’m her only customer!
When you are faced with making decisions for your parents, I recommend you talk with Paige. She unscrambled the alphabet soup of Medicare, walked us through the process, explained our options, and answered all our questions. Paige’s Medicare planning made us so confident, we are now having her advise us on extended / long term care planning.
Paige has been absolutely wonderful explaining, in terms that I understand, the options that are available to me. I believe she gave me all the "tools" I needed to make solid investment choices. I trust her explicitly to provide me with sound advice so I can make good investment decisions.
Paige has that rare trifecta - deep and wide product knowledge, ability to apply that knowledge in complicated problem solving, and to clearly and completely explain solutions and options.
Paige has been able to make the very complex and confusing world of annuities understandable. She’s been easy to work with, available for our questions and concerns, and worked patiently with our crazy schedules. We gladly recommend her for your personal and business financial planning needs.
Paige’s enthusiasm and creativity are contagious. Her ideas on legacy planning and fund raising have given us momentum in ways we’re just now coordinating with the national agenda. She is a valued volunteer. Not only does she have the vision, she has the tenacity to deal with the details and specifics we need to keep our efforts on track and she takes the time required to be successful.
I am pleased to offer my recommendation for Paige as a trusted and respected professional. I have enjoyed her thoroughness and competence, her common sense, and especially her ability to handle challenges with warmth and wit. She is admirably singular in her quest to stay at the forefront of her industry and profession.
Paige is an absolute pleasure to work with. She takes the time to thoroughly explain things, and has a great knowledge of the products she represents. We are very happy with our policies, her level of service, and the whole experience.
"Better late than never!"
Paige, thanks for taking us!
Old age--
At least is better than when one
Is dead and gone.
It isn't fun--
To be this old and realize
Our eyes were on a different prize.
Paige, thanks for taking us!
Old age--
At least is better than when one
Is dead and gone.
It isn't fun--
To be this old and realize
Our eyes were on a different prize.
We have been working with Paige for many years. So grateful that we found her! She is so patient with us, answering all our questions and making smart decisions for our financial well-being as we look forward to retirement. Her regular check-ins keep us on track and she is always happy to answer our questions during the hiccups along the way.
We met Paige when we needed help with retirement planning and we quickly benefitted from her extensive expertise. She helped us create a safer personal pension. We’re confident now that our retirement plans are on track.
Paige is a consummate professional, highly skilled, knowledgeable, and dedicated, consistent and credible in communicating to the needs of her clients. She is passionate, outgoing, and a delight to work with.
When we retired and had to wade through all our options, we felt very fortunate that we had Paige. She provided us with well researched information to make the right choices for us and she still does. She is extremely knowledgeable, and we feel that she is an invaluable resource! We recommend her to all our family and friends.
Paige worked with our CPA’s and HR team to maximize our benefits and tax advantages. We are very happy to have her as an asset watching our backs on these important issues of risk and financial long term planning for our company and families.
