February 2021 by Judy B.
My husband and I are very happy to have Clint as our financial planner and tax preparer. My sister originally recommended him to us over 8 years ago, and we have been very pleased with the recommendations and financial investments in our retirement portfolio. Our tax situation has been complicated in the past, and I always stress before getting out taxes done. It has always been a better outcome than expected. Clint has a great staff, very efficient, friendly and helpful. His brother Doug (helping us now also) is very knowledgeable about investing in etf's with green energy, and investments that practice sustainability, as we add money in these sectors. Over the years, the track record or our investments speak for themselves. Last but not least, Clint is a great guy. We have depended on him, with challenges in the past with quick and efficent solutions. Thank you Clint and staff.
