I’D FEEL BETTER IF I’D TALK WITH SOME OF YOUR CLIENTS FIRST, CAN YOU ARRANGE THAT FOR ME?
We usually do not like to inconvenience our clients. We really respect our client’s privacy and in many cases you’d be discussing with them personal financial matters, which are frankly none of your business. In the past we had allowed that and went so far as to set up the meeting or set up a phone conversation and had the people not follow through. To be honest, even if we were the worst planners in the world, we could find 2 or 3 people who could say we were great even if there were hundreds whom felt that we were horrible. We suggest you go to the BBB and check out our rating and reviews as well as Dan Evertsz’s Linkedin profile.