Testimonial Category Archives:

“Martha is wonderful in the Social Security income planning. She is enjoyable to work with and very logical in her approach to financial planning. I was very pleased with the time I spend working with her.”

“Thomas Drapala was very knowledgeable and helpful, his analysis and insights made a confusing process easy to understand and digest. Thomas was very responsive and he took the time to walk me through the setup process. I enjoyed working with Thomas.”

“You may think you’ve done all your “research” and you know all you need to know about claiming Social Security benefits. More than likely, this is a false sense of “security”. Though there was much I did know, it was great to have this confirmed…with data, by Thomas Drapala. There was also one very important…

“Thomas was the resource I needed when I was doing my research on the timing of when my wife and I should start our social security payments. His information was very detailed and very clear. He made this decision an easy one! I am very appreciative of the knowledgeable assistance.”

“I had a wonderful experience working with Mia. I have seen how dedicated, knowledgeable and patient she was with educating clients in retirement planning especially in making decisions regarding their social security benefits. She answered all the questions we had and showed all the options and applicable scenarios. I highly recommend her!”

“Cliff is easy to talk to. Answered all my questions. If I had a question he couldn’t answer immediately, he researched it and had the answer the next day, if not sooner. Cliff is passionate about helping people navigate the Social Security system and for them to determine what is best for them financially. I…

“Cliff has vast financial knowledge and was most helpful in reviewing our Social Security options. The roadmap report allowed us to compare several scenarios to understand impacts of claiming earlier versus waiting. Cliff was patient with answering our questions and helped us to digest the detailed information in actionable ways.”

“I feel very fortunate to have found Mike. My husband and I have been going back and forth about whether I should take my Social Security early or not. I was amazed by the report Mike presented to us! Social Security showed my Full Retirement Age as 67 but based on our individual situation my…

“Dane provided me with a very clear understanding of what my next steps were. Because of his advice, I can definitely chart a path forward that will maximize my social security benefit. He even offered to help my ex-wife with hers. Great guy and an incredible talent. Thanks again Dane!”

“Melissa Warren was EXCEPTIONAL at hearing my issue and immediately being able to direct me to the answer. Awesome and best use of 10 minutes EVER! Couldn’t find the definitive answer ANYWHERE else.”