Getting Started

Bob helped us focus on the important aspects of our overall finances and to develop a structured financial plan, which helped lead to our being able to retire at the age of 46. Besides being a pleasure to work with, Bob takes the time to make sure we understand the information he presents, while also listening to questions and concerns. There are many avenues to achieve your financial goals, but having someone like Bob there to help guide you is an important part of the process. We’d highly recommend Bob to anyone who is serious about taking the next step on their way to financial freedom. Don and Kristy O.

The statement was provided on February 19, 2024, by Don and Kristy O who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

 

Under Bob's guidance, I was able to retire two years earlier than I thought possible, which has been amazing! I appreciate how thoroughly Bob explains the markets and our investment portfolio performance.  Bob is a certified fiduciary and doesn't sell products, which was very important to us when selecting a financial advisor. I firmly believe Bob has our best interests at heart and works hard to make sure our investments meet our specific current and future needs. Robin and Marianna B.

The statement was provided on November 28, 2023, by Robin and Marianna B who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

 

Bob developed a strategy of saving and investment well before I retired. He presented to me an honest and safe approach to the management of our monies. You can trust him and know that he has your best interest in the decision process. I always feel that I am working with Bob in a team approach to my finances. He has become a good friend to me. Craig & MaryLee G.

The statement was provided on December 2, 2023, by Craig and MaryLee G who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

 

RexWEB_GetStart_hammock