-
March 2023 by Scott McCormick
We love Jeff! He's a great listener, and he explains things so clearly and offers up fantastic advice and counsel. My wife and I felt so clueless about financial planning before talking to Jeff. Now we feel like we're in capable hands. Highly recommended
-
March 2023 by Nate and Kekka Klingerman
We had a great experience with Jeff. We've always wanted to be more confident in our long-term future planning. Jeff helped us lay out long-term planning with a very understandable approach. We definitely recommend using Lucid Wealth Planning's services.
-
March 2022 by Pam Kuras
Working with Jeff for the past year has been life-changing! His practical, realistic, and thorough guidance has allowed our family to take control of financial planning in ways I never thought possible. I am so grateful for Jeff's expertise. Our family will be sticking with Lucid Wealth for the next few decades!
-
March 2021 by A m y B
I absolutely love how Jeff at Lucid Wealth has helped me with my financial planning. I finally have found a financial advisor, (and more), who I truly appreciate. No more confusing statements, no hidden fees, and complete clarity where my fees are going to. I find Jeff to be honest, sincere, professional, and caring about my financial future. It's an experience I haven't experienced before.