Like many seniors, as we have gotten older my wife and I became increasingly concerned about protecting and preserving our retirement savings. With no shortage of financial advisers advertising on the radio and offering expensive dinner workshops, we found most offered cookie cutter solutions to our concerns.
So we feel fortunate to have found Matt and Jeff Hollander. They stood out in the crowd of financial advisers. First, they listened to our concerns and needs. Second, they provided options for us to choose from and explained these options until we fully understood them. And perhaps most importantly, as CMPs - Certified Medicaid Planners - they have strategies for preserving ones savings even when a move to a full-time care facility is necessitated.
Matt and Jeff Hollander are knowledgeable, thorough, and concerned with doing the right thing for their clients. We highly recommend them to everyone.
Jeff & Terry W.
I attended a seminar hosted by Jeff and Matthew Hollander (Century Financial Consultants) about a year ago at the Hampton Inn in Goodyear, AZ. The information that they presented was pertinent, current and applicable to those concerned with making decisions relating to retirement and health and welfare concerns that impact the elderly. Following this presentation, they offered a free consultation with anyone that wanted to meet with them to discuss various personal alternative actions and/or investments that could be employed to protect and maximize retirement funds in anticipation of life experiences that could be encountered.
My wife and I met with the Hollanders on several subsequent occasions to review our income, assets and liabilities to develop a better investment and asset position to reduce our taxes, protect our investments and better accomplish a long-term retirement strategy. It was easy to develop a trust level with these two individuals, since we were never asked for any fees, met at their office, were never pushed into making any decision and given every opportunity to review all information regarding any potential purchase and/or transfer of one investment for another. We assume that they received some compensation for some of our purchases but we also know that they did not receive any fees for some other decisions that they assisted us with.
All in all, our interaction with the Hollanders has been very positive and has resulted in our becoming better prepared for our retirement years and the challenges that will we can expect to experience in our remaining years. We have recommended these individuals to our friends, relatives and acquaintances, both because of the integrity that they have displayed and the logic and pertinence of the decisions that they have recommended—all at no direct cost to us.
US Small Business Association: Office of the Inspector General 409 3rd St, SW Washington, DC 20416 (800) 827-5722 external website
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