As a small business owner here in Geneva, finding someone I trust with my finances was a big deal—and I’m really glad I found Kyle. He is easy to talk to and actually takes the time to understand both my business and my family goals. He was able to advise a better way for me to structure my business from a tax standpoint that is making a huge impact on my bottom line.
There’s no pressure and no confusing jargon—just honest conversations and solid advice. Honestly, it feels more like working with a trusted neighbor than a financial advisor.
If you’re a local business owner or family looking for someone dependable and down-to-earth,... read full review
January 2026
I highly recommend Kyle, he is a amazing person! He takes the time to understand your financial goals and puts a customized plan wrapped around those personal/professional goals. He has a broad network as well which is always a benefit to know the right people to help in other areas of need.
January 2023
A very close trusted friend highly recommended my wife and I to Kyle with Long Planning LLC. We are so happy we did. We run a real estate business and have always pretty much done everything on our own. We love having Kyle help advise us on our finances. He is helping us get clarity, direction and a game plan for retirement. We are super excited to have this help. Not the average financial planner as Kyle goes way beyond that. I don't believe a pay check motivates him while dealing with his clients. I really feel he gets motivated by helping his clients win. His level of expertise and service far out weighs the compensation for his services. I cant put... read full review
As a small business owner here in Geneva, finding someone I trust with my finances was a big deal—and I’m really glad I found Kyle. He is easy to talk to and actually takes the time to understand both my business and my family goals. He was able to advise a better way for me to structure my business from a tax standpoint that is making a huge impact on my bottom line.
There’s no pressure and no confusing jargon—just honest conversations and solid advice. Honestly, it feels more like working with a trusted neighbor than a financial advisor.
If you’re a local business owner or family looking for someone dependable and down-to-earth,... read full review
I highly recommend Kyle, he is a amazing person! He takes the time to understand your financial goals and puts a customized plan wrapped around those personal/professional goals. He has a broad network as well which is always a benefit to know the right people to help in other areas of need.
A very close trusted friend highly recommended my wife and I to Kyle with Long Planning LLC. We are so happy we did. We run a real estate business and have always pretty much done everything on our own. We love having Kyle help advise us on our finances. He is helping us get clarity, direction and a game plan for retirement. We are super excited to have this help. Not the average financial planner as Kyle goes way beyond that. I don't believe a pay check motivates him while dealing with his clients. I really feel he gets motivated by helping his clients win. His level of expertise and service far out weighs the compensation for his services. I cant put... read full review