I am not familiar with financial planners and their services, and for that matter, I have not used any, but when Danial was referred to me I have to say that I appreciate the help and services that he gave and will use him in the future.

I was in a bind regarding an inherited IRA and he was able to save me quite a lot of money (taxes) simply by steering me in the right direction rather than just taking advantage of me during this stressful time.

He also didn’t charge me for the advice, gave me a solution that was best for me, and simply thanked me for thinking of him. All I can say is that he is fair, honest and I would gladly recommend him to anyone who is looking for an honest person/company. Thank you

I had some questions regarding my 401(k) and I was recommended this company from Pacific life. They were able to answer my questions about contributions, and figure out how to set things up according to my financial needs and goals. I am very appreciative of the help.

Called them last week for an IRA booklet, Received the information I asked for and was able to get some questions answered regarding my specific situation. Still confusing dealing with his issues sometimes nice to have some help.