Frankly, I have been approached by numerous financial planners and some were part of well known national firms. This model did not work for me. I felt like I was just a number and was presented a “one size fits all” approach I found out later it gave me false expectations of the results I could expect.

I believe Murray truly is one of a kind in the financial space. He’s experienced and unlike the rest, he really took the time to understand what I needed. Everyone truly deserves to have a financial professional in their corner that sticks with you, making sure you are on track with your financial goals. Murray is somebody who does not take that responsibility lightly, and created a plan for me that is simple and that works. I’m very happy I took the time to discuss my finances and goals with him. I feel like I can relax mentally about my financial future. I can comfortably recommend my friends, family and colleagues to him.

Murray knew just the right questions to ask to help us decide on the best plan and walked us through how we would benefit as a result. One of the reasons we held off so long was probably just fear of the unknown. Murray broke everything down for us and in a way it was easy to understand and embrace. We’ve known Murray for many years and have been able to witness Murray’s path to incredible success and am so excited to build our own with guidance from someone that has already achieved what we want for our family. There’s never a “perfect time” but with Murray by your side you won’t regret it!

Like so many people with children, we were worried about being able to afford college. We wondered if there was a way to qualify for more financial aid. We knew Murray from him coaching youth sports in town and that he had a financial practice, so we contacted him for assistance. From beginning to end, Murray could not have been more accommodating or his plan more beneficial. He answered all of our many questions and explained everything thoroughly. We qualified for more aid than we thought possible. In the end, we not only saved money, but also made money as well!

My wife and I met Murray through his leadership role in our mutual business with Isagenix International. Over the last couple of years, I got to know him through our team calls and also at our live events. Murray has always been a mentor to me in that business and we have built a relationship of trust over that time. On one of our calls, he talked about how he was able to help his family and many others build their financial future with leverage and compounding. After hearing this call, I reached out to Murray to talk more about how I could participate in something like that. Murray listened to my situation and definitely had the knowledge to offer the best plan based on our needs. I am excited to see how this plan continues to grow over the years to set our family on track for financial freedom. Murray explained a few different options and clearly explained why he felt the one we chose was best for us. If you are on the fence about starting a plan, there is no better time than now. Murray is absolutely the right choice to help you pick the best path for your needs.

I was referred to Murray from a friend. He was very kind, approachable, knowledgeable and professional. He was able to thoroughly explain my plan and he was very patient and walked me through the details in terms I could understand.
 
Honestly I didn’t realize how easy it was to get started and I feel like other than paying bills I am finally doing something productive with my money on the path to financial freedom.

I was blown away the most in the versatility of the planning Murray uses. Besides my initial plan of getting my money to make money, the plan Murray set me up with has many many benefits.
 
As a very happy client I can comfortably recommend getting on a phone call with Murray and let him explain all of the beautiful benefits of making a plan!

I met Murray through our network marketing business. He led a training on the importance of paying ourselves first, how to maximize savings with compounding, and several strategies for building wealth. I contacted him and asked him to walk me through his best recommendations. Murray is so patient and shares information in a way that you understand and never feel like he’s talking down to you. I connected Murray and my husband, David, to talk through the various plans and ideas for building wealth, too. Murray presented us with a few options and gave us the pros and cons of each and recommended exactly how to maximize each account and how to build on it. He set it up completely for us. It was the easiest, simplest process—and we love knowing we are building something substantial for our future. Since then, I have listened in every week to his podcast, The Family Business. The podcast content has helped me grow more confident in managing money, building wealth, and keeping options open for other opportunities. Highly recommend listening to the podcast and reaching out to Murray for wealth building tips and recommendations!!!  

I recently had a major career move and needed a seasoned financial professional to help me through the transition. Murray came highly recommended and he did indeed take a very professional, consultative approach to understand my financial goals and put together a solid plan based on my needs. I was excited that he was able to surprisingly secure an investment product that is hard to find where I live. Murray is a tremendous asset due to his experience and demonstrated creditability of achieving his own amazing financial success. Rest assured, whether you need to validate, revise or create a financial plan, Murray is outstanding and I would not hesitate to recommend him to friends or family who need a residual income planner.  

I first met Murray through an exclusive men’s mastermind group. 

When we first started discussing finances I had a vague understanding of the various ways to build and compound savings including the various types of life insurance. I didn’t truly know the power of it prior to speaking to Murray about it. He simplified and explained everything in a way that made it make perfect sense, guiding me through the process and making sure I had the perfect plan to fit my wants and needs. 

Now I am really excited to be putting my money to work in a way that will truly benefit my future. It feels good knowing that my income is creating safety, security and putting me in a powerful position! Frankly, I’ve spoken to others about life insurance in the past, but I never followed through on it because I couldn’t grasp the benefits it truly had and what I was missing out on but not acting on it. Murray made it very simple to understand.

I would recommend anyone to work with Murray to get started with your plan. You are building toward your own financial future. Your future self will either be thanking you for getting started or frustrated with you because you didn’t get started. If you want to have a powerful financial future, then you’ll see it as being a no brainer to get started. Do what you can to get started with your own plan and allow it to go to work for you! 

I’ve known Murray as a successful business man for many years. I felt like he had the knowledge and experience to guide me. During the process he asked a lot of questions about what I was after before he developed a plan specifically for me. He was very patient and walked me through the details in terms I could understand and be comfortable with my decision on a long term basis. I would be very comfortable recommending Murray to my friends and family.

We were originally referred to Murray to help us with our college planning needs for our boys. He was knowledgeable and professional and we felt a tremendous relief having him help us navigate through the process of paying for college in the most tax advantaged manner. Years later we discovered our life insurance was no longer affordable we again turned to Murray for guidance. 

He listened to our concerns, finding a solution that offered what was most important in the short term, while allowing adjustments as future needs may change.
His candid and honest approach is greatly appreciated as we navigate the current financial market.

I would highly recommend him.