Cindy N.

Retired and happy

I retired two years ago and if I'm being honest, the thing that worried me most was watching my savings sit there while I tried to figure out how to actually live off of them. A friend told me about Bequest Asset Mgmt and it's turned out to be one of the best decisions I've made. The monthly interest payments come in right on schedule, every single moth, and at 67 that kind of predictability means everything. I can plan my budget, help with my grandson and not lose any sleep wondering what's coming in. Beyond the numbers though, the people are just wonderful and kind. Anytime I call with a question, they take the time to explain things in plain English and never makes me feel silly for asking. That's rare these days. I'd tell any of my friends who are retired or getting close - this is what working with a company that respects you actually feels like.