Client Testimonials

"Prior to retirement as a librarian/library coordinator for Spring I.S.D. in 2003, a colleague introduced me to Mr. Joel Gooch. Mr. Gooch was instrumental in my retirement process going smoothly and with every possible option explained. Thanks to him, what can be a tedious and often confusing progression of financial decisions was made manageable!
I am happy to recommend Joel Gooch to anyone considering retirement. His personal character and knowledge of his profession are commendable, and he is certainly easy to work with and most accommodating. His sound advice then and now have served me well! "
Sincerely,
Sara C. H.

"It is with pleasure and contentment that I'm writing you to say thank you so very much for all of your financial help. Being divorced and elderly and not knowing which way to turn can be very disturbing. You came to my rescue, calmed me down and gave me a new outlook on life. So often you hear about money being swindled, but you were always here for me in spite of the miles between US, assuring me that my worries were over and, you did it with such a pleasant, concerning manner. You talked to me like you would your own family, explaining everything in detail. I may not have absorbed all you said the first time around, but your patience endured. I am truly grateful to you and Gemini Estate Plan L.L.C. for your saving grace.

Being divorced, elderly and financially ignorant, I can only hope that you can and will have the opportunity to consult others who can relate to my financial insecurity. So many women I've talked to do not know which way to turn when they are suddenly alone. There is a cry for help and Joel, YOU are the man. I'll always be grateful to you for giving me piece of mind. "

Sincerely,
Joanarden C.

Dear Joel & Sarah:
"Thank you for the card and for taking care of my investments for me. I talked to so many people who lost so much of their retirement theses past few months. I’ve told them about you and your company I hope some will listen. I hope ‘09 is good for us all."
Best Wishes,
Karin Y.

Dear Joel:
"I hope you are doing well this Christmas season. I’m still working hard. I’m almost there. This past year I have paid off: Bank of America, Household, Ethan Allen, a short term loan for repairs on my two cars. I have 4 bills left and I plan to pay off one each year. Then, I’ll be finished! I’m still investing. I have another 457 and an index fund through Spring ISD and I’ve kept my Aviva too. Thanks for your guidance and direction to get me on the right path."

Sincerely,
Marcie V.

 

 

Procrastination:

“On the Plains of Hesitation bleach the bones of countless millions, who, at the Dawn of Victory, sat down to wait, and waiting – died!” ~ Winston Churchill