Gary and Maria

Gary and Maria, a married couple with two children, have always valued sound financial advice. They connected with Everything Financial through a longstanding relationship with Peter, whom they’ve known since high school. This personal connection was the foundation for their partnership and it’s now been a relationship more than 25 years in the making, guiding them through every stage of their financial journey.

“We reached out to Everything Financial for clarification on a variety of financial questions,” Gary recalls. “It’s great that they take care of customers for a vast variety of issues like retirement, wills, life insurance, critical illness and mortgages. They also have valuable resources and contacts, like lawyers.”

For over two decades, Everything Financial has been a cornerstone for their financial planning, built on trust and mutual respect. The couple praises the personalized, first-name-basis relationship they have with the team. “It’s a relaxed meeting environment,” Maria says. “Our family can reach out about anything.”

This approach, and the Omni Formula plan, have allowed Gary and Maria to reach significant milestones and set new goals. Recently, Everything Financial helped them renew their mortgage at the lowest rate on the market.

“Just knowing that Everything Financial has your family’s back and takes care of every dollar you have to make sure it has the most impact is incredible,” Gary says. They see the team’s commitment to securing the best possible outcomes for clients, and for Gary, that means financial security and optimism for the future. They know their family is cared for and this personalized touch has been a significant factor in their long-term relationship with Everything Financial.

Financial freedom, for them, means “no sleepless nights or worries about money, knowing you will be mortgage-free as soon as possible. And then, at retirement, being able to travel and enjoy life.” Gary and Maria can enjoy sweet moments with their family, traveling and focusing on what truly matters because they are secure in their financial future.

Gary and Maria’s journey with Everything Financial demonstrates how comprehensive, personalized financial planning can transform lives. From navigating mortgages to ensuring a stress-free retirement, Everything Financial has been a steadfast partner, proving that true financial freedom is attainable at every stage of life. Start your journey today. Contact us.