We have only been with R&K for about 3 years, but I think my favorite time with Skee and his team was our first meeting. We started our relationship with one question, "what is your main goal in retirement?" That made a huge impression on us because I could tell they wanted to know what our goals were, not what they had to offer. It was totally about us. I was confident Skee could help us accomplish whatever our goals had been, but again, it was a laser focus on our goals. We have had a number of transitions in our retirement plans since that first meeting and Skee and his team at R&K has helped us through adjusting those plans through all of those transitions. We could not be happier!
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.