Doug was super helpful and had lots of great insights and thoughts on planning for retirement,…read morecollege, and various tax situations. I'd highly recommend him for any financial planning advice!

Doug was extremely helpful and patient with me! He found a way to fit me in to his busy schedule…read morewhich I greatly appreciated. I'm working on buying a home and Doug helped me identify a budget and strategy. He helped me execute that strategy and answered my questions via email promptly. He also helped me optimize for retirement and give me a good view of the strength of my plan. He sent a thorough recap and identified action items for me to follow up on. Highly recommend!

My experience with this team has been nothing short of devastating. I felt misled, unsupported, and…read moredeeply let down throughout the entire process. The lack of transparency and care severely impacted my financial stability and overall wellbeing. As someone who is disabled and relies heavily on the proper handling of my trust funds, I expected professionalism and integrity--but instead, I experienced the opposite. My accounts suffered significant harm, and the impact on my life has been profound. I strongly urge others to be extremely cautious before trusting this team with anything important and I was a client when Jim C was a client in 2013 as well.

Dan Schultz, Stan Benson and Tom Hustead comprise a team of three of the most savy and seasoned…read morefinancial planners with whom I have ever had the pleasure to work. Between them they have about 150 years experience and have helped me to understand my circumstances and feel comfortable that I will be able to enjoy the lifestyle that I have chosed without the fear of running out of money before I run out of years.

Kevin has been an amazing financial advisor for my husband and I. He has provided excellent…read moreguidance and has helped us properly plan to reach our financial goals. Can't thank him enough for all of his hard work and dedication!

Where to begin? Frustrated from a past of speaking with other financial planners -- all of which…read moremade me feel bogged down and like I wasn't living up to their standards, I agreed to sit down with Peter at InSight to take a look at my small business past, as well as my path forward. In sixty minutes, Peter not only gave me a better outlook on my business, but uncovered massive deductions I hadn't been covering and claiming -- way more than I ever knew were possible. Additionally, he informed me about applying for a PPP loan, which has uncovered a world of difference for my business financially. Even after speaking with multiple other planners, I was certain I was taking every deduction I possibly could each and every year. I walked in thinking I would prove to myself again that I was doing all that I could already. Come to find out, Peter helped me realize I was claiming only about 40% of what I ultimately could be. He also helped my partner and I uncover some additional ways we could collectively save money in our lives as well. If you are willing to spend an hour of your time understanding how you can save tens, if not hundreds of thousands of dollars of dollars per year in your life and business, do yourself the favor and schedule a meeting!

Mercer advisors CEO and the team are very unethical and when asked about the unethical behaviors …read more They threaten to terminate any relationship. I sent the CEO and the team at Mercer advisors a concern about fees that benefit other organizations and not the investor. They were very abusive in their conversations and tried to show the benefit about paying higher fees and gain access to them. I filed a FINRA complaint in an attempt to hold them accountable for actions they did without our authorization Please there are many ethical companies out there , don't believe what they will do for you . They are looking to add fees on top off their management fees in hopes you won't challenged this, if you do they will become very angry and abusive.

I have been associated with Chuck since I started in practice, way back in the early 90's, when he…read morewas still wet behind the ears. I am pleased to say that I have achieved economic freedom at age 59, and am starting a new life in retirement. He and Krysia do a great job.

Lori Johnson of New Direction Trust Company has assisted me in my self-directed IRA. Lori managed…read morethe sale of one rental property here in Colorado - and the purchase of another in Alabama. I have been with New Direction Trust Company for over 10 years and have had a great experience. Lori got these transactions completed and the recent rental property acquisition looks like it will be a great investment for my ROTH_IRA. Lori was dedicated and professional and handled a hunderd details. I always felt I was in good hands.

I opened an account at NDTCO about ten years ago, when they were the only affordable IRA custodial…read morecompany out there. They have always been a very frustrating company to do business with, offering slow and poor customer service, very high fees, and now a new website that is extremely difficulty to navigate. Their exit fees are ridiculously high or I would have left years ago! Speaking from a more recent experience, there are many good choices out there. Avoid NDTCO! PS After entering a Google review, I browsed through a large number of negative reviews that NDTCO has there, including one that pointed out that 'someone' other than happy customers is logging the many 5 star reviews NDTCO has at Google. After doing an AI search I now know that to be true;( I couldn't understand how NDTCO appears to have so many satisfied customers so now I know why that is!

I don't know what is up with YELP, but I have tried twice now to post a review for Mr. Day, to no…read moreavail. That YELP refuses to post my positive reviews, and continues to post only the singular review of an obviously embittered investor, is exceedingly unfair. It is certainly NOT fairly representative of what a person might reasonably expect from working with Dan Day. I have worked with Dan for more than 20 years. In the course of working together, in both the personal and professional context, I have obtained vast personal experience with Dan Day, his team, his ethics and procedures. Based upon my personal experience, I can attest to the fact that Mr. Day is the consummate professional. Not only has Dan helped me, with my personal finances, he has likewise helped several hundred people with whom I am personally and professionally acquainted. Mr. Day is exceedingly knowledgeable regarding financial investment strategies and options. He is thoughtful and considerate of his clients, and their respective needs and limitations. Dan Day does not offer "sham" investments and to accuse him of such is a clear display of the reviewer's lack of investment acumen. I know that, before putting any client into any investment, Dan Day and his team bend over backwards to ensure that the client is provided ample opportunity to fully understand what he/she is getting into if the proposed investment is pursued, and is given full access to all information regarding the potential investment and any assumptions upon which are based the anticipated results of such investment. No, Dan Day is not magic, and he cannot guarantee the results of any investment. In my personal experience, however, Dan has never strayed from the path of honesty and integrity in any of his client dealings.

In 1995 Daniel Day put me in a Variable life insurance plan. These vehicles are sham, with massive…read moreheavily disguised fees. While Dan has most likely moved on to new high cost overly complicated financial vehicles to siphon off your wealth, please treat all his recommendations with caution. Generally he preys on your men on promising start up and technology firms. Please do not trust him with your money. Feel free to email me at cd_wine@yahoo.com if you want more details.