Adam J. Florez

Awesome dinner and presentation Alan and Beth Smithey, owners of New Generations Financial. I left an old 401k behind with my previous employer without realizing the financial consequences. Your presentation about security for retirement made a lot of sense. Thank you for the time (several times) you spent with me helping me to understand all of it. The transferring of funds out of my old 401k was so EASY. I am glad I left Fidelity and moved to your retirement carrier.