I had an introductory call with Randy Bruns and Anna Thornburg in April 2024. Here were my observations:
1) Easy to schedule online using their website
2) Instead of a sales pitch they took the time to understand every key aspect of my finances and provided detailed guidance including how much to save for college, allocations for my retirement funds, and amount of life insurance.
3) Instead of trying to upsell their services, they suggested a modest scope for future work.
Their advice was consistent with expert recommendations and I look forward to working with them in the future. Thanks for being... read full review
I had an introductory call with Randy Bruns and Anna Thornburg in April 2024. Here were my observations:
1) Easy to schedule online using their website
2) Instead of a sales pitch they took the time to understand every key aspect of my finances and provided detailed guidance including how much to save for college, allocations for my retirement funds, and amount of life insurance.
3) Instead of trying to upsell their services, they suggested a modest scope for future work.
Their advice was consistent with expert recommendations and I look forward to working with them in the future. Thanks for being... read full review