August 2019 by R W.
Highly recommend Kevin and his team! Kevin was professional, knowledgeable and accommodating. He has been in the business for a bit and it showed! He had great advice and was supportive, patient and accommodating as my husband and I worked through what we want our future (immediate and long-term) to look like. He took the time to show us through models what several scenarios (i.e. one of us not working for a number of years, one of us retiring early, one of us making half the salary we're currently making, etc.) would look like and how that would impact us. Renee was also equally fantastic! She was also always professional and speedy in getting us information. And, she was always so polite when checking in with us on our outstanding items. If you are interested in having someone review your current portfolio and create an actionable plan to get you to retirement (or, any goal), I recommend this office!
