I found Taylor Schulte through his Live Wealthy podcast which I can highly recommend! When we…read morelearned their team was accepting new clients, we quickly got in touch to see if they may be a good fit for us. We had just recently retired and we felt that our "traditional financial planner" was not meeting our needs. We met with Taylor and Tyler, and to say we were BLOWN AWAY is not strong enough! These guys have Retirement Planning dialed in!! They were very thorough, asked the right questions and came through with a complete financial plan that was easy to understand and covered many things we had yet to think about. They showed us how Roth conversions could make a huge difference in our lifetime tax bill. They uncovered the (often mysterious ) fees we were paying within our various accounts and helped us simplify the assets to make them more manageable. For MANY years we paid our advisor but did not feel we were receiving what we needed. We couldn't articulate what we were missing because you don't know what you don't know!! Taylor and Tyler turned the lights on for us and we are very grateful. I also must mention that their office manager, Karen, is WONDERFUL too! She is professional, kind, proactive, and wonderful at detail and follow-up - she plays a critical part! These are ALL-STARS, and if you are seeking a team for your financial planning needs - look no further!!

Working with Taylor, Jon and the Define Financial team has been amazing and we couldn't have asked…read morefor a better partner for our finances. We love the fact that they're a fee-only fiduciary and are always looking out for what's best for us. They truly go above and beyond to make sure that no stone is left unturned when it comes to minimizing investment costs/taxes, reducing stress + complexity and maximizing returns. Before we ever decided to work together, Taylor and Jon met with us on multiple occasions to educate us on their philosophy and make sure we were aligned on a long-term, low-cost, diversified investment approach. We found it incredibly helpful to understand the "why" before getting caught up in the specifics of any individual investment decisions. Taylor and Jon are tech-savvy, data-driven and very well researched when it comes to modern advances in portfolio theory. Their investment philosophy is grounded in timeless fundamentals and is a no-nonsense approach that avoids so many of the common pitfalls with investing. They provide each client with a custom portal to manage all of your finances and also regularly provide action items to work on. Over the past 6 months of working together, we've made huge strides on so many big projects from investments to insurance and so much more. They've also helped introduce us to a wonderful new accountant, a great estate planning attorney, and have made multiple connections within their network of highly qualified experts. Above all, they're just really good people who are a joy to work with. It's clear from every interaction that they care deeply about each and every one of their clients. We're looking forward to working with Taylor & Jon for many years to come and are grateful to have them as part of our team.

We needed some financial advice, so we contacted David. We had a telephone conference for about 30…read moreminutes. He was knowledgable and quite kind because he refused any payment! We were quite satisfied with David's advice and would highly recommend his services.

David has been our financial planner and money manager for 6 years. We, at least I, have not been…read morethe easiest to deal with. David took care of all our financial interests for 6 years. Unfortunately my husbands mental and physical decline caused many problems and with that many questions and uncertainties in my mind. At times I was very angry, with things not necessarily related to David, yet unable to communicate with my husband, I lashed out at David with angry emails and messages, about which he legally couldn't discuss with me. David never sunk to my level. He always maintained a professional, even concerned demeanor, offering to come and speak to my husband and I together. Life is hard and can be confusing and tricky, especially when you don't understand the actions and behavior of someone you love. David is a good man. I'm sure this review will never make up for the things I have said and done. David has suffered the brunt of my anger and frustration with my husbands behavior, and never said "if you're not happy with me, go find someone else." If I were in his shoes, I would have. David not only handled our money, but also handled a very angry, mean, relentless woman who took a lot of her frustrations out on him, and he did it with calm, professional kindness. Honestly he has done much more than I think you could reasonably ask of anyone. Thank you David, Beth Marshall

I highly recommend Sierra Wealth Management. I've always been hesitant about working with a…read morefinancial planner, but now that I'm married and have a child, managing everything on my own started to feel overwhelming, questions like which accounts to open for my child, whether we're on track for retirement, if we're behind, and even understanding our overall net worth. Chaz helped us bring clarity to all of it. He worked with us to build a comprehensive plan for our family, breaking down our expenses and guiding us on how much to save and how to allocate funds, including contributions to a Roth account. One of the most valuable takeaways was his thorough review of our key documents, he caught an issue with my Simple IRA at work that wasn't vesting properly, which we were able to address right away. He also recommended moving our savings into a high-yield account earning around 4% interest instead of the 0.1% we were getting before, which was a huge eye-opener. That one shift alone made a big difference in how our money is working for us. What really stood out is that Chaz is not salesy at all. There was no pressure or push to sign up for additional services. He simply provided thoughtful advice, a clear plan, and even scored our overall financial outlook. He was punctual, committed, and used great tools to present everything in an easy-to-understand way. He also took the time to understand my more complex investments, something many advisors struggle with, and helped us set up a solid plan for our child's investment account. 100% would recommend working with him.

Chaz has been my advisor for over a year now, and the service I have received from him are much…read morebetter than those of my previous advisors. He is a great listener and an even better at asking the right questions. He helped me get out of a variable universal life insurance contract that my previous advisor sold to me unethically. Basically saving me from a lifetime of paying $500/month for something I do not need for my situation. As a woman investor who also works in finance, I know I needed to work with a fiduciary who would always act in my best interest. After some research, I found that he is a CFP, EA, and a Fiduciary with a background in tax planning, which has really helped me save on my taxes. Every meeting with him has been productive, and it's nice knowing I'm actively getting closer to my financial planning goals. I appreciate the way he gets to know me and my goals. He made recommendations that feel true to what I want out of life, and taking the time to explain things when I needed. There is a difference between an advisor who only focuses on my investments vs. Chaz, who focuses on my investments and also looks at everything else, like my overall financial planning, my taxes, my estate plan, my insurance, my benefits at work... the list goes on. I have been recommending him to all my friends.

I would highly recommend their services. I came to TruFinancial in not great financial shape what…read moreso ever and with Evan's help I've been able to pay off close $10,000 in debt and actually save at the same time. He has also helped me with my retirement plan as well as difficult tax situations. Besides our monthly meetings, he is always available for a phone call if any financial questions come up!

I have been working with Sean Chung for over a year and it has been a life changing experience. I…read morehave told all of my friends about it. I wanted help understanding my finances but struggled to find somewhere that didn't require me to have over 100k in savings. Sean walked me through a comprehensive financial analysis and through that process I finally feel like I understand my finances, how to manage my debt, feel comfortable with my budget and am finally investing. I have significantly increased my net worth by utilizing the strategies Sean has taught me. By far the best decision I have made for myself! I highly recommend TruFinacial.

Paul Lim was like an angel from above. He's like a miracle worker. He, and Ray Bell as well, were…read moreunbelievably generous in their efforts dealing directly with our insurance company regarding a life insurance policy, of which we knew virtually nothing. The courtesy, patience and professional knowledge-ability of these two is mind boggling. They did not over-promise on results, and followed up as requested, without having to be reminded. And in the end, after months of negotiation, we could not be happier with the results. They deserve my utmost respect. I am confident others will be glad for having placed trust in Paul Lim or Ray Bell for their services. Dennis Ramm

I've been working with Darren Todd and Paul Lim at Todd financial for almost 10 years now. I…read morecontinue to be impressed by how much attention and time they provide me. They are extremely attentive. Listen to my concerns and explain everything very thoroughly. I would recommend them to anyone looking for a boutique type experience in this industry.

Working with Steve Looser has brought more clarity into the world of financial planning. We met…read morelast week and he laid out a easy and clear 3 step financial plan that anyone can follow. He shared useful information in regards to saving for the present in case of emergencies, near future to create an immediate passive income stream and then the longterm future to anticipate marriage, kids and retirement. We've both agreed to read Tony Robbins' book Money Master the Game and meet periodically to discuss highlights and insights from the material to help us better understand financial planning from 50 experts. I look forward to continuing to work together with Steve to flow with the stream of prosperity and abundance through smart and profitable financial planning.

We bought our first home almost 2 years ago, and decided recently it was time to Refinance. Chris…read morewas our loan officer for our original purchase, and we went back to him when we wanted to Refi. Chris closed the loan on schedule, under a month, through the holiday season, all while being highly communicative with us. We HIGHLY recommend using Chris if you need a home loan. You will not regret putting your faith in him. PS: Chris is not my cousin or relative, he is simply the BOMB!

Working with Chris is a pleasure. Very knowledgeable. Very responsive…read more I bought my first house with him on the FHA 3% down. I also did a refinance with Chris as well. Both times it went off without a hitch. Very painless, and I'm completely allergic to paperwork. I wouldn't hesitate to refer him.

Jordan managed our first mortgage last year Mar 2019) and a recent refinance (Mar 2020). He is…read moregreat to work with through the process - professional, concise, friendly. Our initial loan was ready to close within 2 and half weeks. Jordan is respectful of his clients' time. He has great system for collecting everything needed upfront then asking for minor things through the process. He delivered the same excellent service this year. I highly recommend him for your mortgage services. Thank you Jordan.

Randy is the best! He's helped us now with a refinance and home purchase. He guides you through the…read moreprocess every step of the way and makes sure you know what each step means, as well as how to plan/prep. We loved working with Randy! He's professional, sharp, and efficient!