Reviews

Joel is very sharp and knowledgeable. His rates are very reasonable and I like his value system. He’s personable!

Can't say enough good things about this group! They are extremely professional, while also personally connecting with all of their clients. Highly recommend!

Joel asked a significant number of questions, then listened to our answers. He would then ask clarifying questions, both to make sure he knew our needs and wants, but also to help us to understand the reasons for his questions. When we asked him questions, he supported his answers with appropriate and relevant examples. He was patient and did not "talk down" to us but rather wanted us to understand completely. Our family is very satisfied, comfortable, and confident with the results or our work with Joel.