I had recently come into a good amount of money. I wanted to invest it and since I had/ have little…read moreknowledge about such a thing, I decided to research and find someone who could help me. I talked to 3 different financial advisors and investors before I discovered Daniel. My first impression was how warm he was with a natural calming way about him. The other guys I met with did not have that. Some had a nervous energy. Some seemed rushed or hurried and made me think that they were distracted and pre occupied. As we were talking, Daniel and I dove into the present state of my life. What I would like to have "now" with this newly acquired money. How about near future plans and distant future, ie. retirement. He had no hidden agenda and genuinely wanted and KNEW how I could achieved these goals. We drew out a plan and I'm happy to say that I am well on my way, down the path I always wanted to walk. Needless to say, Daniel is the guy that I will be using for my financial well being. I have also recommended him to my friends and family.

I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his…read moreassistance as far as financial planning, Daniel was more than accommodating and gave me very pertinent answers to my questions. I want to mention again that I was not even talking about his field of expertise. Daniel even called me back about a question I posed about state taxes. Apparently he looked it up and updated me. His overall demeanor was so pleasing and his attitude was just superb. I know when the time comes to employ a financial advisor I will be contacting Daniel! Thanks Daniel!

Jason has been a great steward of our retirement financial planning. Years ago we attended a…read morewebinar that Jason hosted as we were initially looking to what we might need for retiring. We kept in touch and Jason was always willing to provide answers and guidance as we got closer to retiring. Now after about a year in retirement, we are very happy with Jason's advice and our retirement portfolio's performance to date has been excellent. So glad that we discovered Jason and Keep It Simple Financial Planning.

We started working with Jason a few years ago, before I and then my wife entered retirement. He has…read morebeen a (financial) lifesaver in guiding us through the process, giving great advice and education, and making sure that our finances were, are, and will be in order. He has pointed out many things in the complex world of modern finance that we were unaware of and saved us from several big mistakes. Where we were once very apprehensive about if we had enough money for retirement and what to do with it, we are now knowledgeable and confident. Finances are now one of the least of our concerns now that Jason is guiding us, and we are spending our retirement years enjoying life! We have easily saved/re-invested/made more money than it costs to have Jason looking over everything for us. And the peace of mind is worth its weight in gold.

I've been feeling unsettled about the stock market for years leaving my IRA in a money market…read moreaccount producing hardly anything because stocks seem to risky right now. What I like most about the service Dimitry provides is as follows: 1) you set up the account with Wells Fargo so it's safe. It's not under someone else's umbrella where you could lose your principal. The account is in my name. 2) they don't nickle and dime you for each service. Many of these companies charge to write a check, make a deposits etc. I like the straight forward approach offered here. 3) My self directed IRA started working for me right away when a friend wanted a 1st trust deed. Now I'm safely yielding tax free income. All in all this is a super system Sense Financial created and they are not opposed to hold your hand and walk you through the process.. A+ Highly recommended.

*** Note, they don't make/sell loans - they set up solo 401k's***…read more I have been a customer of Sense Financial for 6 years, and it's been a phenomenal 6 years. I cannot say enough about the level of customer service and knowledge that Sense Financial has, and shares. Sense Financial is and has been 100% responsive the 6 years I've been a customer, and they are dedicated to helping their customers manage their 401k effectively and in compliance. If Dmitriy thinks you're going to act in a way you could be non-compliant with the IRS rules, he will tell you. If you push it, he will make it clear to you that the IRA is not to be toyed with. He is the person you need to navigate these rules. I have seen companies with excellent customer service. Sense Financial, however, has the Single. Best. And Consistently Best Customer service I have experienced. His support team as well have Always Been on point. The wealth of knowledge on the client portal is copious, well organized, and detailed, but written and organized in a way that's easy to follow. I will not trust this part of my portfolio with any other company, or guidance in my 401k from anyone but Dmitriy.

I have been a client of Jeffrey's firm for ten years. In that time my portfolio has grown safely…read moreand steadily at an average of 7% or more. I appreciate the option of having money in stocks, mutual funds, and real property. I highly recommend Jeffrey for his diligence and great advice.

WJA has just filed bankruptcy in a bunch of their funds, just reinforces what I previously said,…read morethey are inept, they mismanaged all of these funds and as a result a lot of people are going to suffer large losses.

Totally looking after my own interests with no sales talk at all. Did a great review of current…read morefinancial status with projections of future earnings from my investments and Social Security. Eric did a great job. Super patient with answering questions and gave me homework to do if I wanted.

I highly recommend Matthew and his team's services! Their knowledge and dedication is demonstrated…read moreby the effort that they took to understand my family's goals before providing thoughtful guidance. They patiently answered all my questions and made sure that I understood all the information which made me feel comfortable working with the team. Throughout the entire process I never felt pressured to make any decision. Working with this team has made me feel better prepared for my personal and family's financial future. I just wish I started this process years ago.

Working with Michael has been such a relief. I was worried that it was too late to properly plan…read morefor retirement, but he completely changed my perspective. Their clear communication and patient guidance made the whole process feel much less intimidating. If you're looking for someone who can help you confidently navigate your financial future, especially if you're starting later in life, look no further.

Met Cliff through the Dave Ramsey's Smartvestor Pros. Cliff…read morewas very professional and knowledgeable. I felt at ease while discussing my financial status with him. Cliff was good about explaining a few terms and the difference between them. Cliff answered all my questions directly and gave me advice on my financial plan for the future. Cliff's fees are pretty much in line with the Industry and felt that his fees were fair. Cliff explained a couple (fee structure) options for clients who are completely a hands-on investor, who just need advice sporadically or clients who take a passive approach and want someone else to do their investing for them. Either way, Cliff is your guy! If you need a financial advisor or someone to bounce ideas off, seek out Cliff Downie.

Very pleased to have found this place. Cliff was amazing. He guided me through my entire 80 page…read more401k booklet. I walked away feeling very reassured. Cliff explained everything in detail and was patient to answer all my questions. He is honest and knowledgeable and explains things clearly so you know what your money is doing. Highly recommend. I will be using again in the future for my financial planning.

I am so happy I to be working with this investment firm! Kyle and Dane are knowledgeable and…read moreprofessional yet down to earth and make it easy to understand their advice. They helped me with my financial goals and created a strategy specifically for my needs and situation. They are always available to answer questions and I had a lot of them! I couldn't be happier or feel more secure than I do with their excellent guidance. And my portfolio just keeps growing! I highly recommend them.

5 Stars! Great working with Kyle and Dane. They're really knowledgeable on a broad range of wealth…read moremanagement and investment topics. Always prompt to help me on any issue - even nights and weekends. They go out of their way to make sure their clients are happy. They also have one of the best fee structures I've seen - much better than what I've experienced. Personalized advice which surprised me because they offer so many services and a more active management style. Overall a great firm.