When a number of complex questions arose about our life insurance policies and annuities, our estate planning attorney referred my wife and I to Richard and the Stonebridge Financial Group. Because of our negative life insurance and annuity experiences elsewhere, we were looking for an expert with specialized knowledge, decades of experience and a long history of satisfied clients. Fortunately, this time, we found exactly the right expert for the complex job that had to be done.
By working with Richard, an experienced insurance industry veteran, we were able to more than triple the death benefit of our existing Life Insurance with just a simple financial strategy that Richard suggested.
We were impressed by the depth of Richard’s analysis, the clarity of his explanations, his commitment to creating the best solutions and his skillful use of a competitive process that produced the highest value for us at the best available price.
We can wholeheartedly recommend Richard to anyone with questions about their existing life insurance or annuity contracts or potential purchase of additional policies or any questions about life insurance-related financial and estate planning issues.