I Just retired with 37 years at a local utility.

I never thought much of my financial future until the past few years, as I was getting a pension and also had a company owned 401K. Fortunately, I came across Shift Evolution, which encouraged me to educate myself on ways to invest where I decide and control my own destiny.

Using these strategies and a structured blueprint, I feel much more confident of my financial future.

As a member of the “Shift” community, I want to thank Paul Haarman and his team for the excellent work they have done and continue to do on my behalf. I applaud their mission to educate and empower others, and I am impressed by their collective level of experience, expertise, and knowledge.

Over the past five years, I have interacted directly with Paul, Kelvin, and Lynn, and found them to be accessible, supportive, reassuring, and friendly to work with. They have earned my trust, confidence, and respect. Thanks to my relationship with Paul and his team I have increased my level of financial literacy, I have become more financially self-empowered, and my financial bottom line has benefited significantly.

I recommend them to all who are ready to take greater financial control of their lives. Thank you again for all you do!

“What I learned from Shift Evolution about my wealth possibilities and capabilities is more than I ever received from Wall Street money managers.  I made the life-transforming decision to go with Shift because they stressed that above all else, education was an essential component to my financial freedom; and they provided it in a comprehensible language that is not typically found on Wall Street. They offered me, an average saver, access to their investment strategies and ensured that I understood the processes involved in my financial transition.  With guidance and support that I continue to receive from the Shift team, I now have a clearer vision for both my future and how I am going to get there.

Thanks to Kelvin Ching, Director of Client Strategy and my Hawaii contact, for our many discussions about Shift Evolution and for enlightening me to the fact that attaining financial freedom doesn’t mean you have to put all your eggs in one basket; in fact, real diversity exists outside the realm of the stock market.

And, many thanks to Lynn Stokes, VP of Client Relations, for his patience and professionalism through the transition process; for teaching me, through discussion and illustration, the benefits of Evolutionary Banking; and for sharing his wisdom, experience and passion for his work that enables people like me to realize a secure and independent future.”

As business owner’s, in a farming industry, my husband and I work together on a daily basis, and I choose not to be involved with our investments. I was frustrated to watch him look at the volatile stock make each day. Thus, began our journey to Shift Evolution, which started with an online add, searching for a way to achieve our financial goals. Goals that were not being achieved to our satisfaction.

We believe it was the divine intervention of God, which lead us to Shift Evolution. Somehow I convinced myself to join the program and watch a lesson; after viewing a couple of lessons, I became excited and motivated to begin a change. I began to understand investments! We felt after our first communication with Paul that we had someone with whom we could relate, cared for us, and our financial future. Plus, we were gaining knowledge regarding approaches to our finances watching the modules.

At first, we did have our doubts! Investing with someone we didn’t know, doing business via phone and internet was such a different concept from our normal way of investing which made us quite nervous. It was not until we spent time in Austin, Texas last February, meeting with the Group, that we are now very confident this is where we are supposed to be. 

We no longer worry about the stock market.  We have our estate plan in place, have investments paying, feel confident in the vetting that goes into the investments, and I am confident in my knowledge regarding our investments.  We're excited to see what the future holds.