Toddandgaines Reviews

Confidence and comfort w our financial planning

My wife and I met with this outstanding group of professional wealth managers and financial retirement planners and left after 90 minutes with a strong sense of comfort and confidence Every detail was attended to Brandon and Jeff are experienced patient very well educated and credentialed and backed by a 168 year old company We just recently retired and along with a relocation and changes to our income and city county state taxes it seemed that a lot of things were up in the air It was hard to know which problem to address first The good news here is that Brandon and Jeff each bring a different set of skills to the table and different perspectives which means that they can spot and solve a lot of problems together This group offers fee-based advisory services incredibly detailed and personal financial planning retirement planning even a full range of reliable insurance based options The point is our estate didn t need just one or two of these services we benefited from having them all at this one business Every detail and concern was attended to and they answered questions we didn t know to ask in a clear and non-intimidating way Perhaps most important is the comfort level we felt and left with I wanted my wife to participate in the planning and money management process and to learn the basic mechanics of what often seems an overly complicated financial world so that if necessary she would have a local team to sit down with and figure things out in the future without me Brandon and Jeff and the entire staff gave us the confidence that no matter what we had a solid flexible well-thought out plan that could work for us for the next twenty years or so It actually took about three meetings to get everything figured out and laid out so this review is based on multiple planning sessions over several months - and our opinion of Brandon and Jeff has only grown stronger with each step in the process We highly recommend this team if you need financial planning insurance or retirement help They are great to work with