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financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.
We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
I went for several months without using Quicken, and of course by that time had forgotten much of what he taught me. I am not very technologically savvy, and although using the accounts he had set up was easy, by March 2014, I had deleted files and could not retrieve them. I had changed bank accounts, forgotten my password and couldn't find the paper I had written it on. In other words, I had totally messed up the systems he had set up. Once again I called him, and he came out promptly. He helped me re-organize the Quicken accounts, and in addition, set up accounts for my personal taxes. He actually enjoys taking on these challenges!
We originally had our trust drawn up by a prestigious law firm downtown that provided documents for a substantial sum in a nice padded binder with an audio presentation. Twelve years later I couldn’t begin to explain to you what we had signed even after receiving a two hour in person presentation with one of the principals.
He found that special person in
My husband was impressed with him when he handled our account at Fidelity. Then when he went out on his own, my husband tracked him down and engaged him to be our financial caretaker.
We have been working with
We think we're the best, and we can prove it.
Try an annual plan and if you want to cancel in your first year, we'll refund you 110%
Annual Plans Only
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