Testimonials

"I just wanted to send you all an email to say THANK YOU for all of the hard work we have done as a team to make Queen Creek employees more financially literate and aware. Participation has gone up approximately 250% since we began this endeavor about 15 months ago. My goal has always been 100% participation, but I am an overachiever who firmly believes that people should have control of their own money and their financial future."
Brian Lockery
Director of Business Service
Queen Creek Unified School District

"Our participation in 403b and 457 investment products increased, we believe, due to the introduction of Dr Mark Adkins Retirement Lesson Plan video series that we began in the Spring of 2018.  We have seen an increase of over 19% participation since the video series was introduced."
Janis Peel
Payroll & Benefits Supervisor
Dystart Unified School District

Advisor testimonials
Educator testimonials