What People Are Saying

Client Testimonials

I am so grateful for Trisha & Ryan! They helped me get proper coverage while setting me up to build wealth for my family and a legacy for myself! The Financial Needs Analysis was so informative and educational. Thanks to Exodus Financial, my family is in a much better place.

-D.M.

Sitting down with a financial advisor in my 40's showed me how unprepared my husband and I were. I wanted to retire in the next 20 years. After my Financial Needs Analysis, I learned that I have to take my retirement more seriously. The experience was eye-opening and truly changed my perspective. Thank you, Exodus Financial, for helping me prepare for retirement so that my husband and I can be independent in our older years!

-N.G.

Trisha & Ryan sat down with me to do a Financial Needs Analysis in my late 60's. I am so grateful that I went to that appointment because it revealed to me tax-free options that I didn't even know existed. I highly recommend for people of any age to take advantage of the complimentary Financial Needs Analysis. You can never be too prepared!

-M.M.