Katie Beers, MS

Principal Data Architect/Engineer, Retired

Aaron has been amazing to work with, transitioning to retirement can be painful, or Aaron's way! He helped me get more organized with my finances, and helped me with understanding my current financial needs. He helped to provide options for me to more forward with a retirement that is aligned with my future goals and peace of mind that I can make it to 100 without running out of funds! My sleep at night is more peaceful! I now have a budget that I can manage and I feel more in control of my own destiny.

If you are looking for someone to help guide you to a peaceful retirement, I highly recommend working with Aaron!

The testimonial shown is from a current client based on their experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance for success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. SMRU 8564589.1