Reviews
Top review highlights
Pros
1
Knowledgeable, professional, and responsive staff
“Knowledgeable staff, very helpful.”
2
Personalized and caring service
“From the moment I walked in today I was treated with care and respect.”
3
Efficient and streamlined processes
“Kent and his team did a terrific job in understanding my wife and my situation and then compiled a very complete estate plan that met and exceeded our expectations.”
4
Trustworthy and client-focused
“Great Fiduciary, always keeping the clients interest first.”
5
Comprehensive estate planning services
“We put together a complete estate plan in just three 1 hour meetings.”
Cons
1
Poor customer service and communication
“Poor customer service. I booked an appointment based on the recommendation of Dave Ramsey and with that I would have figured since being in a business that requires trust, that customer service would be their top priority.”
2
Questionable business practices
“This company needs to re-evaluate their definition of a "fiduciary". They aren't even close.”