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August 2024 by Deborah Smith
his knowledge and ease of explaining retirement strategies.
We have been very pleased with his plan and his “bedside manner”. Ken is incredibly personable. Making you feel like you were an old friend. And he is VERY available….always either answering calls or getting back to you in a prompt manner. I’ve never had such personalized service from a financial planner. I’m happy we made this choice.
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March 2024 by Bea Holman
Working with Ken was a pleasure. He took the time to answer all
questions and he didn't make me feel stupid for asking them. I now have a game plan for the future.
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February 2024 by Ronda Chambers
I attended one of Ken’s retirement workshops. We then set up a free consultation. We reviewed our Social Security plan, as well as our retirement plan. So glad we met Ken!
