It can be a bit unnerving to choose a financial advisor when you have been making all investment decisions on your own. I have done well enough with those decisions, but I had no strategic plan. I was not sufficiently diversified, had way too much money in CDs (which were barely keeping up with inflation), and didn't know enough about annuities and my life insurance policy to make intelligent decisions.
My initial meeting with Alexis went very well, with the exchange of a lot of information, history, goals and comfort levels. He explained his services and we agreed to move forward with a preliminary plan, with each of us having assigned tasks (homework) to fill in the gaps of missing information. Eventually, all the questions were answered and all the required information was obtained, and Alexis went to work creating a very detailed and complete financial plan to match my specific needs, with diversified investments and an appropriate level of risk management. He took into account my own preferences as well as making a number of solid recommendations himself.
I am extremely pleased with the results of changes I have made in adhering to the devised plan, and am pleased that my financial future is now on more solid footing, ensuring a bright outlook for my retirement and sizable inheritance for my estate.
I highly recommend Alexis Hongamen and Total Financial Planning to anyone seeking financial planning. You will find Alexis is dedicated to exceptionalism and client satisfaction.
Relationship to Financial Advisor: Client as of Sep 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.