I am living on a fixed income which is rather low and also have a few debts which started to make me feel overwhelmed. I was basically living from payday to payday and thought there was no way for me to ever save money until recently. I was pleasantly surprised when I sat down with Lisa in mid-April and showed her all of my financial information. Lisa was very thorough and thoughtful and she came up with a unique plan to fit just my income and personal needs.
From Lisa’s suggestions I met with my bank, whom I have dealt with for years, and discussed a possible way for me to live healthier and with ability to prosper.
Lisa picked up my spirits and made me believe in my own ability to handle all aspects of my money. I am paying bills as usual but now I am saving and making new plans.
I am so grateful for Lisa’s expertise and look forward to soon learning more about investing under her guidance I am referring both Lisa and Kevin to family and friends. (I’d like Trailane Financial to know you have two of the most educated and compassionate people on your team.)
From my heart I say thank you and may you both continue to succeed and soar.
We highly recommend Lisa as an integral part of a business planning process.
She demonstrates a high level of competence through her resourcefulness, expertise and working knowledge. She is particularly good at asking concise and clear questions which allows her to fully understand her client’s needs and provide the best plan for her clients. Lisa clearly cares about her clients, doing her best to ensure a positive outcome and experience for them throughout the process.
She demonstrated these skills, values, and expertise with us specifically by helping us to streamline our group benefits offered to the management and staff, and again by mitigating annual renewal costs for our group benefits program. She works directly with our Clow Darling staff to help settle challenging claims; as well as, providing insights and advice on an individual level. Lisa offers seminars to the staff on relevant topics and is always available to answer questions or concerns that arise.
One of our more challenging claims was the death of a spouse shortly after we came on board with our new benefits program. Lisa was able to get a full settlement for the staff member even though the plan had not been in-force for even a month. Also with claims for experimental treatments that were initially declined but when she became involved, they were paid out to the relief of the staff member.
It has been a pleasure to work with Lisa as she takes the time to get to know her clients and their needs so that she can tailor a program that works with their needs and budget to cover the bases that are most important.
I have recently had the pleasure of working with Mark Drury of Trailane Financial, he has helped me start the process of getting my business and personal finances in order to help my business to grow and create stability in my financial life.
He is patient and knowledgeable, always willing to answer any questions or concerns I may have. He has my best interests at heart and I feel he truly cares about his clients.
I look forward to fully implementing my plan and building on it to help my business to succeed.
Lisa has gone well above and beyond introducing me, personally to her business associate; who is now my accountant. Lisa looked through all of my tax information (upon my request) and gave sound thorough advice. She has been patient, encouraging and non-judgmental about all of my financial concerns and questions.
I am excited to work with Lisa and associate Kevin in my future and I KNOW that my finances are in good hands!
Kevin was amazing at helping us create a plan for the present and our future. He listens to all of our needs and concerns, and works with us to ensure that we are comfortable and are making the most beneficial financial decisions. We are now getting more out of our money and feel more secure about our future!
Mark has handled the investment and insurance portfolio for our business, he is extremely competent and we like him a lot, he is easy going, no pressure selling and he knows exactly what we need to make sure we don’t have too many financial surprises down the line, other than the ones we regularly see in our business.
Would not hesitate to recommend him to anyone.”
I needed life insurance and some way of saving for my daughters education, Mark came up with the perfect combination of insurance to both cover me so my daughter wouldn’t suffer financially if I died and also gave me the peace of mind knowing her education is taken care of.
He keeps me on the straight and narrow financially, he is a great planner and gives me confidence knowing our future is bright.”
Trailane Financial has been staunch partner through the ups and downs of taking on this business, they have made sure that we have strong advice ensuring our financial base is secure against any unforeseen events such as death or illness of an owner or key staff member. They have put in place a great benefits package for our staff that is really helping us with staff retention.
They are a great bunch of people and I am more than happy working with them, if you are in business I would recommend them wholeheartedly.
Thank you very much for your service, Liliana! You were so nice and very helpful throughout the whole process! The service was beyond amazing!
As I did before, I will highly recommend you to other people!
I recently attended a webinar by the Trailane Financial team called, “Understanding Disability Programs and Your Options.” The Senior Advisors from the company presented the information in a clear and professional manner that helped me to gain a better perspective on what is available to help me and my loved ones to be better financially prepared.
Good Evening Kevin, Just wanted to extend my gratitude to you and for the services provided in helping me understand the financial world. It has truly been an amazing experience and I am definitely looking forward to building my financial portfolio with Trailane Financial! Thanks for all your help and continued support