“I have to say that I couldn't be happier with the service and care to detail I received. I have spoken with advisors in the past and found that many take a "cookie cutter" approach. Basically the feeling that they give the exact same advice and feedback to every single client and don't really see you as an individual. Jeff takes a much more holistic approach to retirement planning than anyone else I've ever spoken with. Yes he helps put together the numbers and the strategy that you need, but he also focuses on what retirement does mean and should mean to you, as an individual. Highly and enthusiastically recommend him to anyone who's interested.”

“Jeff makes topics many view to be mundane both interesting and educational."