Retirewizard Avaliações 

Great, thoughtful questions about ultimate goals. Recommendations were clear and complete, including prioritized factors regarding growth, preservation, legacy, timing, age. near and long term tax implications, etc.
As a result, Roth conversion, in my case, would have been detrimental to my ultimate goals.

Jason was excellent. He explained things in a visual way I could understand. Explained my options with absolutely no stress or pressure. Was very patient. I look forward to gaining further knowledge in our next call

Very informative. Pleasant demeanor

Interesting proposal and well presented on a QLAC annuity to help reduce the impact of RMDs to overall income. This was the initial presentation with follow-up next week

Seemed upfront , transparent
& willing to work with me .
If I do go with him as client I would need to verify him.
Trust but verify ! You understand I hope

My advisor was extremely knowledgeable and we share a lot of the same outdoor activities,we are close to the same age, but most importantly he seemed to be very focused on making sure he points me in the right direction.

Representative I consulted with was very informative and answered the questions I had during the interview. Was friendly and not pushy.

My advisors were all great listeners, had tremendous knowledge and were surprisingly helpful at assessing my current annuity. I am looking forward to their recommendations and proposals.

My agent, Mr. P.Harvey, shared facts and knowledge in a clear step-by-step process; not too fast or overwhelming. As the conversation progressed, he offered other options in a casual manner, and answered other questions I thought of. At the end, Mr. Harvey had spent a considerable amount of time talking to me and sharing information about investment annuities so that I now have several options to consider.

Sean was very knowledgeable & explained the plans thoroughly. We have another call to discuss specific plans in 3 weeks.

These guys are awesome, the best in the business