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A Genuinely Engaged Retirement Planning Partner: Johanne and Ken's Story Thumbnail

A Genuinely Engaged Retirement Planning Partner: Johanne and Ken's Story

"We started working with WHZ in 2019 on the recommendation of family members who were long-time clients. Since then, they have provided exceptional full-service financial and retirement planning support.

Jim, Leisl, and the entire WHZ team are extremely knowledgeable, proactive, responsive, and caring. WHZ manages our investment portfolio and provides ongoing advice to help us plan for retirement and navigate major financial decisions like taking out a construction loan for the house we're building in Vermont, making Medicare choices, and balancing current spending with long-term security.

Their financial modeling software gives us confidence that we are on track to achieve our goals. We trust their expertise completely, which takes a huge weight off our shoulders. We don't worry about our finances anymore thanks to WHZ's continual guidance.

Transitioning into retirement requires difficult decisions around spending down savings that took decades to accumulate.

WHZ's thoughtful advice has enabled us to move forward with peace of mind, knowing our wealth is protected.

Beyond financial matters, we view Jim, Leisl and their team as honorable, trustworthy people we genuinely enjoy working with. Their efficiency matches our own desire for timely follow up. Despite our lack of financial expertise, WHZ always takes time to explain terminology and concepts clearly without assumptions. We cannot recommend WHZ Wealth Advisors highly enough for their combination of financial wisdom and personal service that exceeds expectations.

"Dave" signature

This statement was provided 2/29/2024 by Johanne Kaplan who is a client. Johanne and her husband Ken are pictured above. 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. 

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.

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