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Client Stories

Sondra

An adult and a small child, seen from behind, walk barefoot on grass in an outdoor, natural setting. The adult holds the childs hand for support.

Widowed and facing a new financial reality, Sondra had lower income now but higher income (and taxes) ahead with pensions and Social Security. We converted part of her inherited IRA to a Roth at today’s lower rates and revised her estate plan. This improved her tax outlook and legacy for the next generation.

Actual performance and results will vary. This case study does not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation.

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What our clients say

What Kevin designed for us allowed us to do the things that were important to us, and to be as generous as we want to be with our kids and grandkids

Jay and Janet

The statement was provided 4/8/26 by Jay and Janet McAninch who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

They listen to your goals. They look at your whole financial picture. It’s really a family partnership, and I feel very taken care of.

Kelly

The statement was provided 4/8/26 by Kelly Guggolz who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Every time we come, we understand everything they’re saying. But I’m so glad we don’t have to be the ones thinking about it, that we have somebody we trust to do it. You can just tell that they know what they’re doing. And that’s how we feel.

Al and Becky

The statement was provided 4/8/26 by Albert and Rebecca who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

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