Dan and Donna

October 26, 2017

To my fellow investors,

I was looking back through some files in my computer and I found a letter I had written about my experience with Jed Mayfield dated May 18th, 2011. I had retired just a few months before that and I wasn’t sure it had actually sunken in yet.  The letter outlined how I had met Jed through him handling the estate of my father-in-law and how over the previous 12 years he had guided me into what looked like a fool proof retirement and estate protection plan.  I was nervous but trusted that Jed’s knowledge and 25+ years of experience would carry me through this time of transition.

Here I am, almost 6 ½ years later and I thought it would be appropriate to give you all an update. It’s working! That’s the 2 word report. Everything that Jed set up has fallen into place as promised.

We had set up a 3 tiered plan which had included some pension payout, socking money into a Fixed Index Annuity and rolling my 401k into another short term annuity.

The money just shows up in my bank account every month.  Simple! In the meantime, that Fixed Index Annuity is chugging away growing safe and secure. That one will provide guaranteed income for as long as my wife and I live. That’s security!

My wife and I feel blessed that we are able to travel, enjoy our daughters, and new grandson, and be generous with those in need.  Life is much less stressful when you have your finances in order, and thanks to Jed, I don’t have to worry if I’m going to outlive my money.

I will be forever grateful to Jed Mayfield for guiding me through the process of creating a stress-free and secure retirement plan. It’s a great feeling!  Maybe you should give him a call and see what he can do for you!

Your friend in retirement,

 

Dan and Donna

Tucson, AZ