I know I have said this before, but I cannot begin to thank you and your team enough for the great onboarding experience. Your approach to holistic financial and retirement planning was something new to me, and you and your team patiently walked me through every step of the way. I always only thought of investments and needing guidance in that space, but you enlightened me on other aspects of retirement that are real and need to be considered such as long-term care and life insurance.

Yesterday, the light bulb came on for me when I was helping my brother clean his house. His wife had early onset of dementia approximately 10 years ago and needs 24 x 7 care now. I looked and realized that could be me one day. I am so grateful that I have you and your team keeping my best interests in mind. I would not have gotten this from just a Financial Planner.

Thanks again for all you do Jeff! I sincerely appreciate it.

Jeff and his team embody the concept of “nobody cares how much you know until they know how much you care”. I don’t say this lightly. Clients are treated as family members, and this is evident immediately upon the first discussion. Their comprehensive approach ensures that nothing is overlooked.

I am thankful that we made the decision to plan early and plan thoroughly at the business I serve as CEO. Because of Jeff’s guidance and direction, we were able to “weather the storm” during a tragic and unexpected event. We would not be the thriving business that we are today had it not been for Jeff and his team.

My family, my business, my clients and my friends refer to Jeff as advisor and as family.