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August 2023 by Corey Walen
Nic and Jeff are the best in the business. They have an amazing talent of making complex ideas easy to understand. Thrilled that they are my financial advisor team!
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March 2022 by Joe Marshall
The Know My Plan team is the best. I can't recommend Nic and Jeff highly enough. They are helpful and they make sure complex topics are easy to understand.One part in particular I appreciate about Nic - he draws amazing diagrams and visuals to help break things down and make them even easier to understand. It's one thing to talk about it, it's another to see it broken down for me on paper.
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December 2021 by Lisa
A friend of mine referred me to Nic and Jeff several years ago and I am so glad he did. They are professional but also personable and go out of their way to get to know their clients and understand their priorities. Nic and Jeff always spend as much time as necessary to make sure my questions are answered. I honestly believe it is not just about the investments, it is about making sure I have a plan in place that I am comfortable with. I have and will continue to refer them to any one in need of a top notch financial advising team.
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December 2021 by Beth Hughes
Jeff and Nic always take the time to fully understand my financial needs, explain my options, and follow up on any actions we take. I'm confident that they have my best interests in mind on a daily basis. They truly prioritize their relationships with their clients and are fantastic financial partners.
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December 2021 by Chuck Hamilton
Nic's insight has been very helpful with my retirement planning. He's always very responsive, and his insight has proven time and time again to be on target with my goals. I trust Nic fully and would highly recommend his services!
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December 2021 by Susan Hughes
I've recommened Nic and Jeff to all of my family and friends.
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December 2020 by TheeLobStar
I've known Nic for years. As an advisor myself I can say without equivocation that Nic is one of the best that I've ever worked with. There have been several times that I have referred clients to Nic when I had a conflict of interest and I do so knowing that they will be give the highest level of attention and professionalism.
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December 2020 by Josh Loewensteiner
Having worked in financial services for many years, I know what makes a great team of advisors. The team at Know my plan is second to none. They work hard to get to know clients on a deep personal level, understanding their needs and concerns and develop comprehensive long term plans to help solve problems. They do this while maintaining a fiduciary standard to seek out the best possible options in today’s complex market.These are amazing people to work with - in every respect.
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December 2020 by Jana Helms
Nic assisted my family during the most difficult of times. He cared, listened, pointed us in the direction to best assist. After the passing of my mother, Nic again came to our assistance. He drove a good long way to get signatures from our family to ensure we were going to receive everything my Dad worked so hard for financially. I remember him saying it was the right thing to do. There was no monetary gain for him. I decided he would always have my best interest at heart. I never worry, I know he does. He calls, texts, emails just to say hello, check in, make sure I am okay. Today was another example of his connecting with me. We once saw Jeff and his family out and about. There were hugs and he introduced his wife to us. The couple we were with asked who is he? Family? They were astonished when we said one of our financial planning team. That's them...they care, the listen, they help us plan for our dreams.
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December 2020 by Lori Zeind
I have worked with this team for many years. Nic and Jeff want to help understand you and your needs. They are continually looking at all your options and strategize the best approach for you. They have impeccable values and a great team to work with!
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December 2020 by Fade x
Nic is very knowledgeable, professional and quick to respond to any of our questions. We felt very comfortable and relaxed with him. We highly recommend Nic.
