Description:
With years of experience and extensive study, Heidi Kitchen, also known as "The Financial Designer," offers a highly advanced financial skillset. What distinguishes Heidi from other financial representatives is her range of specialized "needs-based planning programs." These programs cater to a broad spectrum of clients from beginners seeking financial guidance for their families to assistance programs designed specifically for senior citizens.
Service location:
Remotely
Service Reviews
5.0
1 reviews
AA
Andrew A.
After much delay, I am finally posting a review. I was prompted by a Happy Birthday email to do so. For over a year, I had been using a competitor insurance policy until Heidi intervened. She offered to assess the fees and promised to match or beat them if possible. I accepted her offer, reasoning that there was nothing to lose. It turned out that I was due to pay over $200k in fees! Thankfully, Heidi's review proved to be a lifesaver, saving me thousands in the first year alone. I have referred many people to her, and I continue to hear positive remarks about her services. Thanks again!
November 21, 2022