EWM is a fantastic group that is both professional and personal. I've watched them beat the market…read morefor years and have been impressed by both their financial wisdom as well as the quality of service. Highly recommended.

I was weeks into trying to figure out what to do after a terrible financial mistake. I'd contacted…read morea few places, but they all wanted fees upfront--even before hearing my full story. Then I came across a quiet mention of cwpsc (you know the rest com) in a forum. I reached out, cautiously. They listened first, didn't charge anything upfront, and stayed in touch throughout. Things eventually turned around, and I could finally sleep again.

Hi There! I wanted to let you know that, as a Senior, I have…read morenever been so well informed on my Medicare Plan as I was today, when I worked with Beau Ladieu. Beau was extremely clear & patient as he walked me through the decisions that I had to make. He is very personable & trustworthy, & is a definite asset to your company. Bravo Beau & Sound Planning! Sincerely, Mrs. Judith Aasheim

Loren and Gretchen took the time to ask us about lives and genuinely care about how we are doing…read more We truly know they want to help us make good financial decisions and aren't afraid to give suggestions that may not benefit them. We have been clients for 9 years and wouldn't want anyone else to help us with our retirement accounts! SPG is AWESOME

I moved from a managed Financial Advisor program to…read moreself-directed with the help of the Creative Money team. I've been fortunate to have my financials in order but wanted to boost my confidence to roll out a "set and forget" plan that worked for me and my family short and long term. I've been pleasantly surprised with the high level of professionalism, business acumen, diligence and warmth from the team. I have been especially attracted to the process this team has in place to keep you honest to achieve your goals but yet making it easy and going the extra mile to provide transparency and honest feedback on things that an investor need to keep in mind. I personally worked with Brett who has taken the time to walk through extensive details and several scenarios of what the future might look. I'll certainly recommend working with this team!

I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

Scam. Stay away. She has a license but unprofessional and rude so you cant trust her with your…read moremoney.

Calen Johnson has been my financial advisor for the past 2 years. He is a man of God, a man of…read moreintegrity and someone I trust with my finances. I highly recommend this good hearted and caring individual. He is not too pushy and is highly respectful. I have faith that he will be able to help anyone who have plans for retirement or just need a little financial guidance. You will be blessed if you try him, I guarantee it!

Calen has been our financial advisor for a few years now and not only is he genuine and truly a…read moregreat person...but he is very knowledgable and helpful. He will guide you step-by-step towards any financial goal you may have. Highly recommend and trust!

I've been using TurboTax for years. My tax situation has been getting more and more complicated,…read morethough, and this tax season I finally decided that I needed my taxes done by a professional. So I looked for an accountant. Now, I've never dealt with accountants before, so I had no idea what to expect. What I found was a lot of people in nice offices with slick brochures and fancy sales pitches who were happy to do my taxes...for $800 or more. Yikes! But I figured that was just the going rate, and resigned myself to paying it. Then I called Charlene. Charlene told me she'd do my taxes for under $200. I was astonished. I was also skeptical, to be honest -- her price was so much cheaper that it made me a little suspicious. But it was a hell of a deal. I said yes. Charlene drove out to my house and met with me in my kitchen. We talked for maybe an hour, and she reviewed the tax documents I had on hand. Charlene walked me through a ton of issues right there on the spot, and came up with lots of deductions, big and small, that would never have crossed my mind. She easily paid for herself right there. Then she asked me to send her a couple other documents via secure email and said that once she had them, she'd take care of my taxes. A few weeks later (and with plenty of time to spare), she sent me the returns. They were spot-on. I gave my assent, she filed them, and I got my refund in short order. No hassle at all. I couldn't be happier with Charlene. She got me more money than TurboTax, did it with less hassle than TurboTax, and charged me a quarter what the big guys do. I still don't understand how she can be so much cheaper, but I'm not complaining. I'm planning to go with Charlene every year from here on out.

Bait and switch. The second year I used them and the last. First, they ask you to sign a retainer…read moreand give you a quote of $750 - $1500 for business returns and you must put $500 non-refundable down. Then come back with a pre-defined PowerPoint with a minimum price of $2,500. Next, they will never tell you when your tax returns are completed or give you an estimate. I asked them over 10 emails if they could give me the month and they have yet to say they could. So they actually wait until the very last day to file. This happened to me. I also believe I went through 4 different CPAs from my original chat in March to Now September 2023. Don't believe the hype. Find a local CPA who actually cares. This is a horrible service and company.

If you have investment questions you NEED to call Adam. He is the most intelligent and highest…read moreskilled Investment Adviser I have ever worked with. I send all my Insurance clients with investment questions to him (I dont get paid for sending him business). He is honest in his advise (often guiding a client in ways they can do things on their own).

Adam is an amazing asset manager. He has consistently been able to get my investments high returns…read morewhile providing securing and peace of mind. I would highly recommend him to friends and collegues.

I thought I had my finances figured out but decided to take a meeting with Riley after a friend…read morereferred me over. Our first couple conversations were definitely eye opening! You really don't know what you don't know. I tend to get caught up in headlines around when to buy and sell so it's nice having a professional who can manage my investments with a disciplined strategy and reliable index funds. I also was missing out on some big tax benefits that should help with saving for a home big time. Now I'm regretting waiting this long to use a CFP but better late than never. I was as skeptical as anyone but trust me, take an initial appointment, you'll only benefit!

From the owner: Ignite Financial Planning, LLC was founded by Riley Poppy, a Certified Financial Planner (CFP®)…read morepro. We are a fee-only financial planning firm dedicated to helping young professionals and their families achieve their financial life goals. We can help young professionals tackle their student loans, manage their 401ks, equity compensation, and more. We can also help new parents with insurance selection, 529 plans, estate planning, and purchasing their first home. We serve clients locally in the Greater Seattle Area and virtually with clients all over the country.

I'm writing this review around first week of April 2025 when the stock market has tanked over the…read morelast few days. I've been retired for a year or two. Life would and should be an absolute bummer for me right now. But I'm sitting on the beach right now watching the tide roll in. I sleep real well. I have my retirement in buckets. I'm not selling stocks at the bottom just to live.

Yes they do a good job of explaining their program and marketing annuities (which pays them…read morehandsomely). However , if you don't follow their initial plan to a T they get quite upset and let you know it. I challenged them on fees their Brokerage house of choice kept charging me monthly. They continuously told me these are the brokerage house fees and not their fees. The Brokerage house said they were my 'advisor's fees'. Shortly after this Retirement Solution terminated me as a client. I stayed at the same Brokerage house and over a year later never saw another nit picking fee that was unexplainable. They lied to us repeatedly for sure. Glad to be rid of them and I would urge everyone to do business with a different firm. Also, their choice of annuities pays them well but may not be very beneficial to you!