Meet your new personal CFO

What can I say about Bekki Harper? Only good things! Bekki has worked with me for the past five years, with all my ups, downs, confusion and lack of business acumen.

Her strategies carried me through a job layoff; her continued good advice is helping me with ongoing cash flow. I tell everyone who will listen for five seconds that calling her could be a life-changing proposition!

Best single feature: Integrity. I never feel like I’m being “sold” on something; simply pointed in a good direction and allowed to choose that direction. Kudos. Keep up the wonderful work!

I am confident that I had the absolute best representative available to assist me in obtaining my BOY plan. Bekki Harper guided me patiently and tirelessly through every step via many conference calls and emails until my plan was approved and Bekki has continued to assist me with financial planning for many years since my plan began.

Bekki answered all my questions and even helped me revise my budget to find the cash to fund my BOY plan and she did it lovingly and patiently until every detail was handled.

Even though I was a late bloomer starting my plan in my 50’s, I am amazed to see how my BOY plan value is growing by leaps and bounds. In only a few short years, the value of my BOY plan has already exceeded my 401K that I had invested in for my entire working life! I now have financial peace of mind regarding my retirement income where previously I only had doubt, worry and fear – never really ever knowing what I could count on in the future. I was “winging” it and hoping for the best until Bekki entered my life.

I now promote the BOY plan to anyone who will listen and always whole heartedly recommend Bekki Harper as the woman for the job. It doesn’t matter how late you start, it only matters THAT you start and you too can have financial peace of mind regarding your future retirement income with a representative that will go the extra mile to help make your dreams become reality. Make a plan, work your plan and reap the rewards!

I have known Bekki Harper for several years, through a mutual friend; now that she and I are friends, I’d like to share my thoughts.

Bekki is a hard-working, dedicated, client-first agent. I have watched her put hours and hours into client illustrations, college positioning, and retirement counsel that are unpaid, and often, unappreciated. She does this with a warmth and wit that is rarely found these days. I do some part-time work for Bekki, and was so impressed that I am now a client.

There is no high-pressure sales tactic, no cloyingly sweet lies told; just good old common sense information backed by numbers. THAT is the key to her charm, and hopefully, her success; due diligence combined with truth and grace.

I give out her name constantly; not because I have to, but because I WANT to. It thrills me to deal with someone whose integrity I do not have to question. Her faith, commitment to family, and support of friends and clients are unwavering and a testament to a life well lived. I am satisfied to call her my Advisor; I am proud to call her Friend.