"I have to admit I was skeptical at first when Paul told us that he could help us make sure we never lose money and never run out of money. However, after showing my wife and I exactly how the plan works we decided to go ahead with what he suggested and we couldn't be happier. We have been using this program for over 4 years now and are still amazed at the results that we have seen. Our income just keeps getting bigger and our nest egg never gets smaller, just like he told us. This is by far the best financial decision we have ever made."

- Gilbert Cade, Age 68 Houston, TX


"We were intrigued at the idea of being able to handle my 401(K) in a much more sensible manner than the government would dictate. Paul demonstrated that one could take advantage of compound interest and create a plan whereby the government requirements for disposition of the 401(K) would be satisfied , yet one would not run out of money for retirement income. After checking references is was clear that the program was above board and was delivering as advertised to the other participants. We went ahead and committed to going with the program he described. We are quite satisfied with all the Paul has done and look forward to a long, continuing relationship."

- Norman A., Age 60 Louisville, KY


"Paul, we just have to tell you how amazed we are at this plan that you have set us up with. We still can't believe how much more income we are receiving each month and how much less taxes we are having to pay. Also, the peace of mind from knowing that we won't keep losing more money if the stock market goes down is very nice. We only wish that we had known about you sooner. Thanks again."

- Daniel H. Louisville, KY


"Paul after seeing the results that your program is capable of producing I am going to make certain my clients are aware that this is out there. Everyone should be looking at this because it solves the biggest problems that people have about retirement."

- Walter C., CPA Louisville, KY


"Paul, thanks for your clear and thorough presentation of the retirement income and investment recovery plan. What an excellent way to arrange a comfortable lifetime retirement income without the worry of outliving my hard-earned retirement savings!"

- Donn Graham, Age 60 Louisville, KY


"Paul Spurlock has been very helpful to me personally and financially. I think that he is one of the financial industries' most valuable resources. His support is excellent. I don't need to use it often, but when I do, I can get through to Paul quickly. I like the fact that the same person is always there to help me. And I can always get answers to my questions immediately. Paul communicates with me in a way that is easy to understand and offers great personal service. He treats my accounts and related activities as though they were his, and is very proactive in his approach to building my future financial well being, as well as giving me great peace of mind. I truly believe that Paul has contributed an inestimable amount to the skills, esteem, and credibility of the financial professional. Paul Spurlock will show you how to realize your financial future and can advise you on making smart decisions about how to manage your portfolio in the coming years. Not everyone can be expected to know just what to do about financial security and retirement needs. Paul Spurlock can be extremely helpful in this regard."

- Denny Sheridan, Age 54 Denver, CO

A 70 year old client had been told by her current advisor that she only had a few years left before her entire nest egg would be depleted and she would be out of money. After moving her assets into a customized ARIS Lifetime Income Portfolio, we have now been able to double the amount of time that her savings will last without increasing her investment risk and without reducing the quality of her lifestyle.

A 60 year old client was looking for a better option for withdrawing income out of his 401(K) plan. After rolling his money into the ARIS Lifetime Income Portfolio he immediately saw a 61% increase in his annual retirement income. In addition, the balance of his 401(K) will never be reduced (even slightly), as opposed to his former strategy which saw a significant reduction of his 401(K)'s principal by his mid eighties.

A 54 year old client, planning on an early retirement was given an estimate by her current advisor that in order to have the level of income she wants, she will use up her entire nest egg by age 83. After calculating the results that her assets would produce inside an ARIS Lifetime Income Portfolio, we determined that not only would she have approximately 30% more income over the next 30 years than the other plan; but at 83, instead of being totally out of money she would still have over $1,000,000 left over.