Financial Planners in Lawrence picked by BestProsInTown
“Wonderful people and delightful customer service.Fee is reasonable, requests and contacts for further documentation are cordial and have proper followup times. I can't say anything more to say that for what they do and how they do it I can't imagine a better group of people to work with for my taxes each year!”
“I unexpectedly needed financial guidance, and I’m very glad Kaylin was suggested to me. I came to her with account totals and vague ideas about what I want to do in the future, and Kaylin met me where I was at to understand my goals and tell me the best ways to accomplish my goals. She made everything easy to understand, both in how she talked about my options and in the visual examples she had prepared. She took notes the whole time I talked and asked follow-up questions that really helped us both be on the same page. At the end of our time, she reviewed everything we talked about to make sure I got the most out of our consultation, and I left feeling much more confident and capable.”
“By far the most selfless and informative IBC group. Love their informative videos with very relatable IBC policy strategy examples, and also their Dollars and Nonsense podcasts are great. I discovered them two months ago and started listening to their original starting podcasts from the beginning while driving to and from work and I have already listened to them all and patiently wait for their next biweekly episodes of great IBC info and strategies. I live in Canada, so unfortunately can not purchase American policies, but I haven't found as good of a learning IBC group here in Canada than Living Wealth.”
