September 19, 2023

I can’t thank you enough for sitting down with my wife and I to spend the time going through everything with us a
few weeks ago, and then going through this exercise today. Quite honestly we both came out of this feeling
pretty good. Up until going through an analysis exercise like this, saving for retirement it kind of feels like
throwing a whole bunch of ingredients into a bowl and hoping it comes out looking like a cake. I really like the
fact that we looked at a worst case scenario all the way around to show us what we need to continue to do to
make the situation even better.

I look forward to the next discussion, but just wanted to let you know what a huge blessing our meeting was.

*The statement was provided 9/7/2023 by Kevin S. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.