Empowering Confidence to Live The Lifestyle She Wants: Dee's Story

"I came into a significant amount of money when my mother passed away and knowing that my advisor, Leisl, and the WHZ team were there to guide us through that was an incredible comfort to me at that time.

Knowing what to do and being able to trust them to guide me through was so helpful. They’ve helped us to position all of our assets and money to take us through retirement. It’s only three or four years away for both of us now, and they really took the time to sit down with us at the beginning, as well as two or three times a year since then to go over our goals, what we want to do in retirement, and how we’re progressing toward being able to achieve that. 

We really would like to travel a lot in retirement. And so, they’ve spent a lot of time positioning us to be able to do that. They’ve set up specific smaller goals along the path to that larger goal, which has made it easier to focus and accomplish the larger plan. Things like adjusting our savings plan, paying off certain debts, and making adjustments to our 401Ks. It seems like small things to do but taken altogether the effect is that we now know we’ll have the assets we need to enjoy the retirement we’re looking for.

They’ve also taken the time to get to know us personally along the way, and they stay on top of adjusting our plan as the markets and circumstances change so that we stay on track.

Knowing we have someone looking out for us into the future is just priceless."

This statement was provided 3/30/2023 by Dee Kendall 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. 

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