I recently worked with Alexis Hongamen for a comprehensive review of my retirement plan and current investments, and it was well worth the fee. He was thoughtful, asked insightful questions, and took the time to truly understand my unique situation. Over several one-hour meetings focused solely on me, he provided clear explanations that made complex financial concepts easy to understand, without ever talking down to me. His recommendations were well-aligned with my goals and circumstances, and I found him extremely pleasant and knowledgeable throughout the process. It was a very beneficial experience, and I would confidently recommend him to others.

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.

Myself only working in creative jobs all my life. Numbers, and Financial planning I was clueless. I did the basics 401k and savings, watching my credit cards to be paid off. Retirement in the future, I had no Idea how to making everything work. Alexis has the patience of a Saint explaining the process and how to make what you have works in the future. Also tech support with tech challenged person like myself. He is just an amazing good guy. Creating a plan for your future and adjusting it With any personal circumstances that arise.

We had a fantastic experience working with Alexis. He was incredibly thorough, taking the time to really dive deep into our current assets and investments, understand our lifestyle and expenses, and get a clear sense of our approach to risk and spending. He came back with a thoughtful, easy-to-follow analysis, investment recommendations, and a timeline for managing everything in a way that maximizes opportunities and reduces taxes. We truly felt heard and supported throughout the process. We’d absolutely recommend him to anyone looking for a financial planner who combines expertise with genuine care.

Alexis is extremely good at explaining financials in everyday terms and never gets frustrated if we ask things repeatedly. His knowledge is excellent and, if he doesn't know an answer, he researches and gets back to us. His rate of return for us has been far superior to our last financial advisor. He cares and gives great advice. We highly recommend Alexis!