What They Say

What They Say2019-01-25T03:46:56+00:00

“As a professional with over 60 years experience of working with persons and businesses facing serious financial problems, nine principals who have been unable to face the problems and deal with the attendant stress who took their own lives, as a Federal Bankruptcy Trustee and a frequent lecturer and the author of two widely acclaimed books on the subject of debt BANKRUPT a Society Living in The Future and THE CULTURE OF DEBT how a once proud society mortgaged its future, Diana Stephens is spot on in her message of criticism of unrealistic debt that cripples our nation and its society.”

– James V. McTevia McTevia & Associates, LLC

“Retired now and needed help; Diana and I worked together, helping me every step of the way till we accomplished the task. Formerly in quality assurance myself I gave her 5 stars to the companies quality assurance dept. She is now my new friend and adviser.”

– Virgil Yeager

“I have known and worked with Diana Stephens for over 25 years. Diana is a caring, loving person who conducts her business with the utmost integrity. She differentiates herself in her field by truly caring for each and every one of her clients. Her product knowledge is outstanding and she is constantly learning about the latest and best products for her clients. Diana makes a special effort to learn and keep up with the constantly changing business community. This allows her to be the best resource a client can have for personal or business needs. Any business or family who chooses to work with Diana will be very fortunate to have her on their side.”

– Larry Ross Agency Principal for L.J. Ross Insurance Services Inc.

“Hello, My name is Stephen Graham with Allstate and I have worked with Diana Stephens over the years and I am very pleased to say that I know her clients needs are her first priority and she is always looking out for their best interest.”

– Stephen Graham

“I thought I was doing well with paying off my 30 year mortgage in 15 years by simply adding more money directly to the principal. I also had some other goals that were going to take some time to achieve. However, with your method, I will pay off my mortgage and achieve my other goals all within 5.8 years! You have also helped me shave off an additional $28,000 of interest on my mortgage. You answered all my questions and made the process so easy. If only I knew you when I was still paying off my student loans!”

-Ellen C.

“I decided to make an appointment for my husband and I. (The YFB Producer) was quickly able to capture our financial situation and provide a “Get out of Debt” plan for us that made no sense to us at first, but as we are going through the steps, we are understanding this much better and are very happy we decided to pursue this. This plan is very different than what my husband and I grew up understanding, but if you allow yourself to think outside the box, you will be delighted with the creative financial planning can provide for your current situation as well as for college planning. I encourage you to take the leap of faith – you won’t be disappointed!”

-Nicole & Barry

“I have my own business, and I spoke (with the YFB Producer) regarding different retirement savings plans. They showed me a way to maximize my savings, which are growing at a guaranteed rate and are never taxed, even on the gains. I did a lot of research myself on the topic and they were always willing to listen and find out what was most important to me. (YFB) put together a plan that suits what I want. They designed it around the budget I wanted to work with, and also has the flexibility built in that I can make changes.

I’m glad that I spoke with (my YFB Producer) about what I could do for retirement income. I know now that I will have a much more predictable retirement income.”

-Nicholas C.

“The day of the appointment I was reviewing our bills and was frustrated that no matter how hard I tried, I couldn’t seem to lower our debt. I couldn’t figure out what I was doing wrong. Even with that frustration, I was annoyed that they were coming, but after listening to them and seeing the numbers on paper I have to admit the program intrigued me. I told them that at this point there had to be a better way and was willing to try anything.

Come to find out, (this) way was better. We have been working for almost two years now and have paid off over $50,000.00 in debt. I should also mention that we have not had to change our lifestyle either. Our personalized financial plan shows that we could be completely debt free within 10 years, including our mortgage, and still be able to send our 2 children to college and retire without financial hardship.

Thank you for being patient with a skeptic and providing the tools to obtain a debt free future.”

-Erika M.

“I met Diana many years ago through a local activity group she was running and in fact still does. When I first met Diana I was delighted by her great sense of humor and positive attitude. She has more energy then anyone else I know and her mind is always open to learning and doing new things. Over the years we have developed a close friendship. Diana is intelligent and articulate and I always enjoy our conversations.

She is someone I have grown to trust and rely on. If she says she is going to do something you can count on her to do it. She is warm and caring and accepts everyone for who they are. She always has a smile on her face and treats everyone, even strangers, in a way that they feel comfortable and accepted. I feel so lucky to have met her and am honored to be her friend.”

-Suzanne Panico

“I have had the pleasure of knowing Diana socially and developed a personal friendship with her for more than five years. Diana leads a social group that she offers diverse activities, which is all inclusive of members from varied backgrounds. First, she exhibits stellar leadership skills in the way she has organized and participates with members. Second, she is attentive, compassionate, and empathetic in the way she coaches and mentors members into partaking in activities that they would not have normally participated. Third, she has been supportive and appreciative of members’ activity ideas and suggestions. All this is evident in the way Diana has successfully maintained a social group for more than five years, which is on the basis of her being honest and trustworthy.”

-Liz, Senior Recruiter, Human Resources