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Can't say enough about how professional Sheena and the team were in getting my financial affairs in order. I run a small boutique store for kids and I am a mom so I always have my hands full. It was convenient, pressure-free, and truly a refreshing experience.
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I've been putting off my retirement plan for a while because I was busy and other issues kept getting in the way. Sheena and her team helped me navigate my plan and they were very patient and always available to answer any questions I had.
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They helped me to get my finances in order and make the most of my money. Their coaching was very professional and the advice was spot on. I look forward to working with them in the future. Highly recommend!
Please note that Sheena Smikle of Custom Pointe Financial,LLC do not provide investment advice or securities transaction services. Our focus is solely on retirement and life insurance planning.
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Sheena Smikle of Custom Pointe Financial, LLC