Reviews

Top review highlights

Pros
1
Provides valuable and helpful information to clients during difficult times
“All the information was powerful, useful and helped me get through this difficult time. It put me at ease and I was able to relax throughout the process.”
2
Offers a wealth of informative resources, including a helpful website and webinars
“Lee Rosen's blog is the best. I always give the website to any new potential customer. The website is filled with the greatest information and the webinars are outstanding.”
3
Demonstrates compassion and provides caring advice to clients
“Consultation visit for elder care client, caring advice & referral provided.”
Cons
1
The volume of information can be overwhelming at times
“The variety of information is overwhelming at time but necessary to operate effectively.”
2
Pricing may not be suitable for high-powered clients seeking extensive services
“High powered clients with unlimited funds, major beneficiary problems, and wanting to dodge all tax loopholes might find equivalent services elsewhere.”
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