5 /5 Andy Wenzel: I have been fortunate to know Jon Ulin for over 20 years via another colleague and, when it came time for my wife and I to begin working with him ourselves, there was no hesitation on our part. Jon and his staff have made themselves available whenever we have needed them, assisting us not just with our retirement planning, but also with some excellent referrals for services outside of what they provide. Jon explains things well and is very patient and clear when answering our questions. Our regular reviews of our financial picture, our goals, what we should be working on/need to prepare for in our future retirement...all of these keep us on the path we need to have a very bright future in front of us.