Karen and Kayla have been our trusted financial planners for many years. Their genuine concern for our family’s well-being, and kind, thoughtful, holistic approach to developing our financial plans is what impressed us most. We also love that they give back to the community in creative ways. We have recently retired. It was through their expertise in constructing a personalized financial plan we moved from saving for retirement to the next stage of our lives with the confidence knowing we were financially ready to retire. These plans not only included our investments but also our budget, insurance, tax strategies and future care of our family. We have two young granddaughters whom we love dearly. They provided us with a plan that includes Critical Illness and Whole Life Insurance for our granddaughters to ensure their well-being and as a way pass on our wealth in a tax efficient manner. We are grateful to have them as our financial planners and for the excellent counsel and professional advice we receive.