Review Time
The YellowBrick team is great! I worked with them to get a policy setup for myself for the first time. I am looking to retire in about 10-15 years, but never realized how to use life insurance to achieve my goals.I decided to allocate funds from my Roth IRA over to an IUL policy that their team helped me setup. I never knew I could borrow from my policy to use the same dollar twice, build retirement, grow money tax free, and leave money behind for my family when I pass. Not only did they serve me, but they educated me too, which I really appreciated. Thanks to the YellowBrick team!
Incredible experience with Gene! I originally had a whole life policy that my dad setup for me many years ago, which was earning me about 4% per year with roughly $200k in death benefit.I learned from Gene that 88% of policies are improperly structured and will eventually lapse (implode).My policy was actually properly structured, but it wasn’t optimized. After working with Gene to make it even better, we switched it to an IUL where I could expect much higher returns and I got over $444k in death benefit too.He helped me find the perfect balance between my goals and reducing fees as much as possible.I’m very happy about my policy and I have access to over 80% of the value in the policy on day 1 to start taking loans to invest and reach my financial goals.Overall, great experience. Gene and the YellowBrick team are extremely professional and deliver great results.I’ve even referred my family where my mom and dad are getting their policies setup too.
The Yellowbrick team made everything feel simple and personal from day one. I came in with almost no understanding of how life insurance could actually be used as a financial tool, and they took the time to walk me through how it all works.They took multiple days to break it all down for me and without any pressure or salesy vibe. What stood out most was how they customized everything around my goals instead of pushing a standard one size fits all product. I ended up setting up an IUL that lets me grow money tax free and still have access to it when needed. It honestly feels like I have a financial plan that finally makes sense. Huge thanks to the team. Extremely professional, patient, and knowledgeable.
A1 since day 1Alexis helped me every step of the way with setting up the beginning stages of financial freedom and security. They were able to go over what I was currently being offered with the understanding that I was not covering all of my assets. They were not pushy, salesy, and it felt very much like a family member or close friend was putting you up on the financial game of life. Great experience overall!
My mortgage was coming to an end and I was recommended by my daughter Russell Beaumont a financial adviser for yellowbrick. From the start Russell made me feel reassured he was going to do his best to find me a good deal . He went over and beyond his remit. He always got back to me when he said which was reassuring and gave me the confidence in him to put my best interests first which i can categorically say he did. it was obvious he was excellent at his job explaining everything as he went along he made a difficult process for me bearable. He was professional at all times and the quick turnaround on securing me a 5 year fixed rate made the whole process easier than I thought. To cap it off I have received a message this morning from Russell getting me a better interest rate before my deal ends, which is incredible. He is honest and trustworthy and I would have no hesitation in recommending Russell to anyone that needs a mortgage or any financial advice.
Excellent Team and knowledgable staff across the board. Before meeting with the Yellowbrick Financial team I had been working with a well known financial institution for the past13 years.Who knew what I had learned through out the years was just the tip of the iceberg for true finically literacy understanding.I thought I had it all "figured out". When meeting with the Yellow Brick advisors I quickly found that I was missing some major components to my portfolio.I was worried and felt a huge pressure to catch up.I was grateful to know that I still had time and the opportunity to get on track to ware I needed to be to retire and build a legacy for my family. Prior to finding Yellow brick ,my habit was to save put away, save and continue to put away but never really know how to make it grow without putting my money into some crazy CD term with a rate that doesn't consider inflation at any point.Now my money is working for me, while having protection on my retirement, all while building a legacy for my loved one's.The team at Yellowbrick put my mind at ease and ensured I was able to accurately understand my financial plan.I am grateful for the education and guidance throughout this process.Thank you again for all your support.
I was diving deep into my passion for learning more about financial literacy and how to build wealth. Before meeting the force behind Yellowbrick financial, I had just began my journey on building my sound financial future and plan. Previously, I experienced being incorrectly advised by an "experienced" financial advisor on how to begin setting up my portfolio for the vision I had for my financial future. It wasn't until meeting the team at Yellowbrick that I was able to accurately understand the material that I was given and to find out that it was incorrectly set up! I am so grateful for the wisdom, easy to understand, consistent energy I always receive. I am now on track to financial freedom and a sound financial plan.Thank you for bringing education and awareness on how to live and leave a legacy.
I am extremely happy that I stumble across Yellowbrick Financial, Gene is very knowledgeable and is always available when you have any questions. Yellowbrick has help me by guiding and educating me on my finances, but most of all it has maximize my wealth and set me up to have a comfortable retirement.
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