Listen to what our clients are saying about us!
"After reading Marian Snow's book, I became quite interested in implementing these unique financial strategies including using investment grade life insurance contracts. However, I was still unsure about this instrument and even more skeptical of insurance agents selling these products. Then Chris Lester contacted me, and he helped clarify these non-traditional concepts and took the time to explain the basics of life insurance, including these investment grade categories. Chris even made the effort to meet me in person on a holiday weekend so that he could present his company in person. As I started to compare his products to other similar ones, Chris went beyond the call of duty and organized a teleconference which included industry leaders to support his claims. Clearly, Chris gained my trust which therefore led to him becoming my life insurance agent. As a young physician starting a family, these financial instruments are extremely vital but it becomes so difficult to decide who to use as your insurance agent as they all bombard young prey like myself. However, Chris Lester clearly distinguished himself from the rest of the pack. " Dr. Ajay Bhatnagar ------------------------------------------------------------------- |
"I have been dealing with Chris and Professional Planning Services for over 10 years. Chris and I first met almost 15 years ago when we both had our boats side by side at Clark's Landing in Pt. Pleasant, NJ. Chris has helped my wife Anne and myself make sure that we have enough money to keep the lifestyle we want going into retirement. I have owned a successful Dental Lab for over 30 years. We are both still working because we enjoy it, but being at an age when we are taking required minimum distributions, it has been extremely important for us to know Chris is there to help us navigate our future. He has done my companies health insurance, retirement plans and strategies for myself and Anne, Long Term Care insurance for us both, and even help us with our CPA and looking for buyers for the sale of our business. Chris expertise has been very welcome in making sure we were taking full advantage of strategies available in the marketplace. Thank you Chris for all you have done for us over the years and it is my pleasure to give you this endorsement." Art & Anne Matson ------------------------------------------------------------------- |
"Chris, It is my pleasure to let everyone know what a professional you and your company have been for our company over the years. If I call you and your staff respond promptly and have always made our employee benefit offerings so much easier to deal with. Thank you for all your years of help." Connie ------------------------------------------------------------------- |
"I met Chris as a referral from a book I was given from a friend in Ct. I was currently in the process of analyzing my whole financial future and my retirement package. I had some very troubling concerns because my calculations had me and my wife running out of money in the not to distant future. When I read the strategies on Home Equity Management and called the author of the book. I was referred to Chris Lester in NJ. Chris and I spoke on the phone for many hours and shared a lot of personal data in conversation as well as excel spreadsheets I had made. Chris ultimately inputted this information into his software programs. Well, Chris came up with the same disturbing conclusion that we had, which was that both my wife and I would run out of money based on our desired lifestyle after retirement. Chris then showed me a solution that made perfect sense and how optimizing my home and qualified plans that we would actually have more than enough to reach our financial goals. Chris has been very helpful and extremely knowledgeable in this area when I was having difficulty finding anyone who could explain my circumstances as they applied to us." R & C Wood ------------------------------------------------------------------- |
"Chris Lester has been our financial Planner for over 5 years, He oversees our group health insurance and helped us implement our buy-sell agreement between my other partners and myself. Chris helped us locate attorneys that could help us draft the documents as well. Chris has also helped my wife and I look at our financial future on my personal side. I have come to trust Chris expertise and it has been our pleasure to become friends with Chris and his wife." Mark Pinho |