"When I retired I felt I needed consolidate my IRAs, 401 and equities in an effort to develop a plan and direction to carry my wife and I the rest of the way. Dick and his staff have provided the financial information and..."
"After I went through a divorce I had assets that needed to be invested for my future as I am unable to work. My main concern was would my settlement provide the income I needed. Russell and Allison were able to come up with..."
"The more I think of it, it feels like my own son is helping me out. There is an honesty and genuinely caring approach that you often only feel from family members looking out for one another. Through good markets and bad..."
"I get great service from this guy. He tells me everything. I like that his fees are low and he can move my money and protect it without it costing me anything. I never worry about the market because he has protected my..."
"See for yourself. Get a free plan from them and compare with other firms. Yes they get commissions from products but compare with fee only advice. They helped us for years--good folks, I recommend them."
"Kathy Johnson was recommended to my family about two years ago. After meeting with Kathy, I was confident that my family's ever changing financial needs would be in good hands. Kathy has continued to impress us with her..."
"IÂve had other advisors before at banks and they just tell you what they are going to do with whatever you give them. So I was expecting the same experience. I was quite wrong, Ragan Gootee is amazing. He always asks..."
"Burt Banks has been my financial advisor for five years now, and he is *fabulous*. No matter how bad my financial situation has been, he has never made me feel bad about it, he just maps out every possible game plan for me..."
"We've been working with Sean Carroll for many years and we couldn't be happier. He and his staff have been so helpful navigating these difficult financial times. I trust them completely."