Great Feedback from Creative Planning Financial

I wanted to share some great feedback I recently received from my client, Creative Planning Financial Group.

Dear Mark:

We want to thank you for your professionalism and the results that you have achieved with our business expenses review.

Through the process you helped us gather our telecom bills, research and negotiated with the providers. The savings to date is $1,000 for the next 12 months.

In this world where there are so many things to keep track of, the usual process is to address the bill or the contract when it comes up for renewal. Or Not!

Working with you, I know that your team will keep a close eye on our ongoing expenses. This will give us peace of mind, knowing that you will provide options and savings going forward.

Thank you, Mark.

I will definitely refer your services to my business contacts.

Cheryl Siskind Solomon CHS, EPC

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