I cannot recommend Vital Retirement Planners enough. Watching how our portfolio is managed as well…read moreas the growth we've seen is fantastic. I have a lot more confidence in where we will be when I retire.

My wife and I have been retired for the last 7 years. Prior to our retirement we researched…read morefinancial advisors who were "retirement literate". After attending several first-time advisor consultations, we were convinced that Nathan Fort at Vital Retirement Planners was the best fit for us and our long-term retirement plans for financial independence. Nathan emphasized that the way to a successful financial retirement was through Clarity, Control, and Confidence. It is our pleasure to work with such a highly professional and knowledgeable financial advisor as Nathan. Nathan demonstrates a strong command of financial planning and investment strategy. Throughout our time with Nathan, he communicates clearly, provides well-structured guidance, and ensures that all recommendations were aligned with our stated financial objectives. Nathan and his team are always well organized, transparent, pleasant to work with, and focused on practical, long-term planning considerations. We particularly appreciate the thorough explanations of available options and the thoughtful approach to addressing questions and evaluating potential strategies. Overall, we continue to have a very positive professional experience with Nathan and the Vital Retirement Planners team. We would confidently recommend Nathan Fort to anyone seeking disciplined, well-informed financial planning retirement support.

During the process of a difficult move with my senior parents, I exchanged several calls and…read moremessages with Bill Witt and his staff. This was a chaotic time and times my response time was not ideal, nor was theirs. When I finally reach out to the principal Bill Witt, he commences to chastise me about my communication skills and whether or not I'm a suitable client for them. it was as if I worked for him and potentially the other way around. If you like being talked down to and patronized, then senior resource center is your group.

Review from my father D Courtney - I'm a 4-year veteran of the U.S. Air Force. At 87 years of age,…read moremy wife and I had to sell our home and move into an Independent Living facility because of my health. Because of additional necessary "home care" expenses. Through contacts we learned about Bill Witt and his partner, Tara Kendrick, of "Senior Resource Center" here in Austin. So we called them and I'm so glad we did. We could not have been more pleased with their professionalism and their friendliness. It was so easy working with them. We made various visits to their office with our daughter and they carefully guided us through the process with all the forms the VA requested from us. They were very knowledgeable about the process. They helped us submit our request in August 2019, and we received notice of our approval in April 2020. Tara thought that was record time. We couldn't be more appreciative of their help all through the process. We highly recommend them to anyone who Is seeking Senior resources and benefits. Thank you, Bill, and thank you, Tara, for your indispensable assistance. We wish you success in the future as you help others as you helped us with this very valuable benefit. We value your friendship.

I needed quick capital to keep a construction project moving, and Longhorn Funding helped me…read moreleverage another property I own free and clear to make it happen. They structured a bridge loan using that property as collateral and were able to get me fast funding. There was no drawn-out underwriting like the banks were making me do. It really helped me stay on schedule with the build. Communication was clear, and I always knew where we were in the process. Definitely recommend if you need flexible funding and a lender who understands our need to keep things moving fast as real estate investors.

Heard about them on Biggerpockets and reached out for a small fix and flip loan. Since I was…read morebringing a decent amount to closing they were able to work with me and get a deal done quickly. Currently in the remodel phase but the underwriting and loan origination parts were very easy. I was very happy with the experience. Will hopefully be a repeat borrower.

This year is the first time I worked with Linda. She has been simply great, helpful and…read moreaccommodating. She will be my go to CPA going forward and I will recommend her to my friends.

I began working with Linda and then she got flaky and didn't return my emails or calls. I sent her…read morepersonal financial information that was disregarded. I cannot recommend her business.

Keith has been Ny financial planner for 15 years. Great advice. Seasoned vet. Has lots of options…read moreto grow and protect your money.

I found Keith through Google and his reviews were good, so it made sense to go through a divorce…read morefinancial planner as a mediator instead of my now ex-wife and I both paying to hire lawyers. Keith was knowledgeable and helpful for the most part, but there were many things I had researched about asset allocations in a divorce he had never even heard of. Additionally Keith and his assistant sometimes took days to return phone calls or texts. The biggest issue I had was the lack of communication and organization. What should have been handled in 2 meetings ended up taking three because Keith failed to tell both my ex-wife and myself all documents needed for our second meeting, so we were forced to attend a third meeting to reach an agreement with our finances and my assets at his going rate of $195/hr. An unnecessary expense had Keith just told us what we needed to bring in the first place for our second meeting.

Dealing with annual property tax valuations can be frustrating, but partnering with Five Stone…read moreProperty Tax Advisors has completely eliminated that stress for us. They are not just a service; they are genuine advocates who take the fight to the appraisal district and deliver tangible results. The reason I highly recommend them comes down to their unmatched dedication to the client. Five Stone has always, and I mean ALWAYS worked hard for us. Fighting for our best interests. Shout out to Wade Gordy, one of the best you have at the company! That personal commitment and drive to advocate for us is why we remain loyal clients. It's truly comforting knowing we have someone so sharp and dedicated in our corner. Thank you Mr. Gordy! If you own property and are tired of paying more than your fair share, Five Stone Property Tax Advisors is the investment that pays for itself.

Useless service that cost us money when we tried to use them. We signed up a few years ago (2024)…read morefor the purpose of having them protest our property tax increase. They did zero work, literally zero, as soon as we signed up they literally told us to go find comparable property sales ourselves and sent a bill at the same time because they wouldn't do any work to try and protest for us thus they knew we would not find any savings. The entire reason we used them was to find the comparable and do the protest, which they didn't do either of. They should at least have a policy that if they have zero data they can use to make a case, you should not pay anything to them at all since they won't do anything. I would not use them again, I have contacted state representatives to suggest regulating this industry due to unethical companies like this one.

I've been a client of Lucien, Stirling & Gray for more than a year now, and it's been FANTASTIC!!…read moreMegan Poore is my advisor. What I really liked about the initial process was that instead of just asking "when do you want to retire and how much money do you have" Megan asked things like "What was money like when you were growing up" and "How much money do you need to have to feel comfortable" and "Tell me how you feel about money in general". That way, she knew my comfort levels, why I stress about money, and such. Then, she was able to put together an investment strategy that fit me not only financially, but also psychologically. Not only that, THEY take care of all my investments. They watch the mutual funds I invest in and if things get shaky, they move my money. I don't have to watch it at all. It's great. I feel very comfortable with the service and feedback I get from Lucien, Stirling and Gray and would HIGHLY recommend their services to anyone looking to invest their money property or just looking for some direction on retirement planning.

Megan Poore is the best! Megan will take the time to get to know you and understand why you are…read moremanaging your finances - as in big life goals - not just numbers. Why? To help you accomplish your goals! To keep you on track. To help you stay focused. In other words, she'll not only invest your money well, she'll keep you committed. I trust Megan fully and know you'll enjoy working with her. Always friendly. Always smiling. Always ready to ask tough questions when needed. Always watching out for me. John

My wife and I have used Scott for years. He is a great guy and always takes time to explain things…read more I have been very impressed with him. I feel he really has our best interests at heart.

Scott Campbell has advised and shared his financial knowledge with me for 18 years. I'm looking at…read morealmost 79 yrs. and am rest assured he will keep me financially comfortable and safe for however many decades I have left.