They take complex financial planning and educate you first before laying out a recommendation…read more Heather creates detailed plans extremely customized to each person.

From the owner: Holistic Financial Planningread more

Went to a couple of Seminars at a restaurant and did a phone interview after the second one in…read morewhich I asked some pointed questions about their plans, experience and their clients ROR. After every question I was told that's a really good question and was given a half answer, their goal being to get me in to their office for a one on one sales pitch. But was not ready yet even though everything looked good because I am not investing for my future but my families for the next 100 years for a family dynasty trust and as I am in poor health and need to be cautious and sure of where I put my trust assets as I likely at this point have a very limited life expectancy. So I get another invitation to go to a third dinner and pitch where I think maybe I can get reassured and more comfortable with these strangers who want to manage my family wealth, so I make the reservation. Yesterday they call me to confirm, knowing exactly who I am. Today, after driving a half hour to the restaurant, and waiting in the wait area for another 15 min. I get to check in and as I am walking through the doors to the room to be seated, keep in mind now that I have severe COPD and am a disabled veteran on disability and have trouble breathing and am physically exhausted and needing to sit down, one of the event people ask if they can talk to me. Of course, they want to talk over here, away from prying ears and other attendees, to be told at that point, we only allow people to attend two of these events if they do not sign up to be clients. OMG, they should be glad my son had accompanied me to help me and my wife was not with me as she would have gone off on them for such a misdeed. They could have cancelled at any time before I am walking in the door. I got no apology. Stay tuned as I will be posting a second review with a list of the questions asked and answers received. At this point in time I would not give serious consideration to using this group for your financial planning if they feel no remorse about treating people this way, can they do much better for clients when their backs are turned? UPDATE: In Response to your reply to my review, you make it sound as if I disrupted your event when in truth, as I stated in my review, this all happened BEFORE the event started as people were being allowed in the door to be seated. The only thing I said to you, (after being informed at the event, not while the reservation was accepted by you when made, or when you called the day before to personally confirm my reservation, or at any time prior to me using up my limited strength, and time to travel to your event), was that I would let people know how you treat others. I made no comments to anyone in line or in the waiting area and if there was a disruption in the event it was someone else because you asked me to leave before your event started, so stop with the lies. I did state above that you should be glad my wife wasn't there because she would have made a scene and called you out in front of everyone whereas I prefer the non-confrontational method of simply stating truth for all to judge and I find your telling of untruths in your response to be very unprofessional and a low class way of trying to shift blame. Shame on you.

The entire crew has been nothing but outstanding for us and greatly increased our portfolio in a…read morevery short time. They stood by us before we were even clients when we were going through a tough time and have always gone above and beyond to help us.. even on weekends.

I talked to Brian concerning drawing funds(penalty free) from my account.My account has been there…read morefor at least 15 years. He assured me no problem; he would get on it immediately and I would have a check in 3-4 days. Ten days later no money. Called about it and was told sorry there was a backlog. This firm is good about getting you to invest. Tell your money goodbye you can't wd it even though you meet all their guidelines.....maybe your heirs??? I give them a rating of 0 stars.

Nick helped my wife and I secure our future through great financial planning. We also have setup…read moreour children with some financial stability when they get older. Nick worked with us to figure out the correct route to accomplish our short and long term goals. I would recommend him to anyone looking for financial advising.

From the owner: We specialize in holistic financial planning for families and small businesses in Fort Wayne, IN,…read moreincluding both insurance and investment solutions.