Mindy Stombler We needed help determining if we were "on track" to retire. After we sent a lot of information/data to Minerva and answered their questions, they were able to put together a "do-able" retirement plan that took into consideration our eccentricities and specific needs/desires. They did a wonderful job translating complicated financial terminology and calculations into something we could understand. Micah and Amy are such great communicators. We never felt talked down to when we asked what were probably incredibly dumb questions and they were always super patient with us. All follow-up questions (and we asked a LOT of them) were answered clearly and quickly. We walked away feeling that we got a lot of value for the services offered. We feel much more "covered" moving forward. We definitely recommend them. And apparently we will be able to retire!
5 /5