I will create personalized financial and retirement plans

Jae helped me get an understanding of my current financial situation and future retirement.

Smooth cooperation. I believe service providers should have more exchanges on the scope of the project prior to giving a quote and have at least 1 conversation before final. All parties would benefit even it it means increasing costs.

Thank you for your help with this. Gives me a baseline and something to think about.

Seller was quick to respond and ask questions. They provided a forecast of what my finances would look like in the future based on current values. Only brief high level recommendations on my current situation ie as a business owner should I invest through my company or become an employee and contribute... See more

Highly recommended!