Over 3 decades of helping clients we have worked with a wide variety of people from all walks of life. These include ranchers, teachers and principals, employees of Lockheed, AT&T, General Motors, and Vaught, postal workers, government employees, entrepreneurs of large and small businesses, attorneys, physicians, musicians, and ministers. No matter what your chosen life work is, retirement planning is for everyone.
Testimonials
“Jack Norris has been handling our retirement funds for over 10 years. We are very pleased with the stability yet growth of our money that we have worked so hard to earn. Can’t recommend him highly enough.” — Principal & teacher, retired
“We were pretty nervous about talking about our private finances with someone but we knew we needed to get some help. Jack put our mind at ease from the very start with his professional, warm and friendly personality. He carefully walked us through our goals and needs for the future. He has put together a plan that really works for us. We now have a retirement planner we also call friend.” — Pastor, soon to retire
