Upcoming events

On February 15th, Lucy Grosz will speak with a group at Jewish Family Services., 1125 College Avenue, Columbus, OH.  For further information, please call 614-889-0934.

On March 5th, Lucy will be speaking at the Grandview Senior Center about Long Term Care planning.  For further information, please contact Lucy at 614-889-0934.

On March 9th, Lucy Grosz will be speaking at Sandusky, Ohio Senior Center about Final Expense plans.  For details about this event, please contact 614-889-0934.

School System Update

Alta Vista Benefits is now working with teachers and other school employees to help them with their 403(b) and 457(b) retirement plans.  We are specialists in preserving the capital in these plans.  If you would like to have a complementary review, please contact us at 614-889-0934.

Testimonials

"I have referred clients and would refer friends/family to Lucy because the reputation she has built is one of integrity and fairness. Numerous clients have commented how Lucy's knowledge and guidance benefited them despite the fact that it did not always lead to benefiting Lucy financially. May your integrity continue to reward you in many ways Lucy!"--April Walters, CPRW, PHR , June, 2011

:"I have the opportunity to work with Lucy as she enters a new market, the TSA 403(b)/457(b) market. I have rarely met someone who is as business minded and capable of creating opportunity, almost immediately! Lucy does not miss even the smallest detail, she manages her time and relationships exceedingly well. I am proud to work on Lucy's team in the TSA market!" - Robin Bennett, Allen Marketing, Jan, 2012

"I would like to extend a heart-felt thank you to you  for coming in to present [Color Savvy}to the professionals this morning.  I believe I can speak for the entire group in stating that we gained very valuable information  from the presentation. I enjoyed the presentation however I also want to  commend you for the passion that you displayed during the presentation to the professionals.  They are in need of all the encouragement that comes their way. I look forward to working with you in the future. " -- Renee Owens, COWIC, Jan 2012

 

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