Testimonials

"We’ve worked with Art of Planning for a couple of years now and have really appreciated his honesty and integrity when it comes to guiding our decisions for financial planning. Art of Planning has always helped us to understand the pro’s and con’s of all the various products and investments that are available and how they would fit in to our own long term hopes and plans. They have been extremely patient and proven to be very knowledgeable but also not afraid to say ‘I’ll get back to you’ on something new or unfamiliar. Looking forward to continued work with them in the years ahead."

- Gayane T.

 

"I was very impressed with the way Art of Planning was able to take my scattered investments and bring them under one umbrella. But, that does not mean everything is with one brand or company. The choices he has available have been tailored for my specific needs. We have developed a plan that helped me retire sooner than I thought."

- Anna M.

 

"Art of Planning  has been helping me for over 5 years and has provided sound financial and insurance advice the entire time.  I've even recommended them to friends and family.  They are a critical part to my family's strategy around planning our future."

- Vinay K.

 

"Art of Planning’s assistance with my retirement plans was invaluable. They efficiently utilized their resources to simplify and summarize my pre–retirement and post retirement financial situations. The implications of the various options available in my retirement package were explained and a financial plan based on my needs and circumstances was developed. They continue to monitor my present financial plan. I appreciate that they are  always available to discuss any questions I may have or to act on requests or changes to my portfolio that may arise."

- Jamie B.

 

"Art of Planning was great at explaining my options, carefully assessing what products were best for my interests and goals, and has been on top of communicating ongoing benefits. I highly recommend their services as  financial advisors and with all your financial needs!"

- Frank F.

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