We are in our 70s, and Carman became our Financial Advisor at the perfect time. He guided us through all things financial as we transitioned from our retirement home of 16 years to the Continuing Care Community where we live now. He took time to get to know our priorities, needs, and risk-tolerance, and he made sure we fully understood and felt comfortable with his guidance. We’ve applied his wise suggestions for preserving our assets, ensuring our charitable contributions will continue, making better decisions about taxes, and setting up our long-term-care plans as we age. Carman is an A++ advisor, and now also a good friend.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.