What People Are Saying

Client Testimonials

I am so grateful for Exodus Financial Services! They helped me and my husband 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.

-Damarie M.

Sitting down with a financial professional 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!

-Natalie 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!

-Minerva M.

Ryan and Trish helped our family pick the right IUL policy to both protect and help secure our future. They even helped us transfer and modify my wife’s existing policy! They made the process so easy! Planning for the future can be scary and overwhelming, but their commitment to helping families made the process personal and highly professional.

-Norman T.