Retirewizard Opiniões 

I was impressed with my initial Retire Wizard contact. I had an appointment with Brian (the licensed agent) and it was very good. I received everything I needed to know. I will likely proceed once I complete some additional due diligence. Brian fully understands my interest and he was not pushing any particular product. I was skeptical and cautious going into this, however i came out feeling comfortable with this "investment" organization . We have a follow-up meeting scheduled in 3 weeks. Leaving for vacation in a few days.

They are knowledgeable and helpful to get the service you need for retirement.

Answered most of my questions. Was very nice. The zoom was easy to access as well as what she explained. I like the safety of a annuity!

Easy to understand...learned alot in a short period of time...highly recommend them for your retirement questions

Charles Franz asked what my primary concern was and then provided me with 3 options which seemed entirely plausible, so I was very impressed with his ability to quickly adapt to my concerns and then provide several viable options!

Understanding the difference with IRA, CDs, Money Market and other investments. When the best time to draw your money from IRA and Social Security. Understanding Roth conversion.

Great, thoughtful questions about ultimate goals. Recommendations were clear and complete, including prioritized factors regarding growth, preservation, legacy, timing, age. near and long term tax implications, etc.
As a result, Roth conversion, in my case, would have been detrimental to my ultimate goals.

Jason was excellent. He explained things in a visual way I could understand. Explained my options with absolutely no stress or pressure. Was very patient. I look forward to gaining further knowledge in our next call

Very informative. Pleasant demeanor

Interesting proposal and well presented on a QLAC annuity to help reduce the impact of RMDs to overall income. This was the initial presentation with follow-up next week

Seemed upfront , transparent
& willing to work with me .
If I do go with him as client I would need to verify him.
Trust but verify ! You understand I hope

My advisor was extremely knowledgeable and we share a lot of the same outdoor activities,we are close to the same age, but most importantly he seemed to be very focused on making sure he points me in the right direction.

Representative I consulted with was very informative and answered the questions I had during the interview. Was friendly and not pushy.

My advisors were all great listeners, had tremendous knowledge and were surprisingly helpful at assessing my current annuity. I am looking forward to their recommendations and proposals.

My agent, Mr. P.Harvey, shared facts and knowledge in a clear step-by-step process; not too fast or overwhelming. As the conversation progressed, he offered other options in a casual manner, and answered other questions I thought of. At the end, Mr. Harvey had spent a considerable amount of time talking to me and sharing information about investment annuities so that I now have several options to consider.

Sean was very knowledgeable & explained the plans thoroughly. We have another call to discuss specific plans in 3 weeks.

These guys are awesome, the best in the business