My experience with my advisor was… My experience with my advisor was excellent! It was so helpful to discuss with him about my finance, rebalancing my portfolio, what decisions to make now and in the future. Now I know what to do and I can take actions with confidence.

Exceptional.!! Shane and his team demonstrate an exceptional level of expertise in the realm of financial literacy. I strongly recommend their services!

Shane reviewed our information prior to… Shane reviewed our information prior to our meeting which helped us focus in on our primary questions and make good use of our time. We felt like our questions were answered and that we received concrete feedback as to "next steps" we can take to better refine our investing strategy and prioritization. We appreciated getting a follow up email with this feedback along with relevant links. We felt like the advice was truly in our best interest and that there were no complicating factors (i.e. selling products, commission). Greatly appreciated!