"My wife is a passionate doctor who spends most of her time caring for patients and growing her medical practice. Financial planning wasn’t something she had much time to focus on. When Experior reached out, she had built over $1 million in her Medical Investment Account — but the taxes were starting to take a huge bite out of her growth. Experior helped her establish an Insured Retirement Plan (IRP) — a structured, tax-advantaged strategy designed for high-income professionals. She now contributes $300,000 per year for five years, with her plan projected to reach about $4.1 million in 15 years. Through this plan, she can borrow over $100,000 annually in retirement — without triggering taxable income and without repaying the loan personally. This strategy completely changed how she views retirement. Instead of worrying about taxes and volatility, she now has a clear, confident, and tax-efficient path to financial freedom."

"When I first connected with Experior Financial Group, I had a $20,000 car loan with an 8.25% interest rate. With their guidance, I started an Indexed Universal Life (IUL) policy a year and a half ago. Today, I’ve built enough cash value in my policy to take out a loan at just 5%—which means I’m paying myself back instead of the bank. This strategy not only lowered my interest costs but also gave me more control over my finances. Thanks to Experior, I feel empowered and financially confident." The experience was so impactful that I decided to become a licensed financial professional myself. I saw firsthand the value of helping others get out of debt, manage their taxes, and build stronger financial futures — and now I get to do the same for families every day. I’m incredibly grateful to Experior for the transformation they inspired in my life."

"As a recently divorced mother of two, I felt completely lost when it came to finances. I was earning $140,000 a year, but all I had was my 401(k) through work. Thanks to Experior Financial Group, I now follow a personalized monthly budget that has helped me build a 3-month emergency fund in a savings account earning 3.8% interest. I also secured an Indexed Universal Life (IUL) policy to supplement my retirement, and opened two additional IULs for my daughters — giving them the flexibility to use the funds for college or any other future goal. For the first time, I feel financially secure and in control of our future." That’s when Experior Financial Group came to my workplace to deliver a financial literacy presentation. Something about their message resonated with me, and I decided to reach out for help. From the beginning, the Experior team was patient, understanding, and incredibly thorough. They laid out a clear and detailed financial roadmap tailored to my situation. At first, we met weekly to build momentum and structure. Over time, our meetings shifted to bi-weekly, monthly, and then semiannually as I grew more confident. With their continued guidance, I’ve been able to gain control over my spending, eliminated my debt, and build healthy financial habits I can rely on for life. Thank you, Experior, for meeting me where I was and helping me take the next step forward."