5 /5 Michael Trivette: It’s hard to believe it’s been six years since we first met with Ben, and what a positive difference those years have made for our family. From the very beginning, Ben, Cody, and the Fully Financial team have been far more than financial advisors; they’ve become trusted partners and friends.
Before joining, I knew very little about financial planning. I didn’t come from a background with financial means, and I was often trying to figure things out on my own. Add in the busyness of everyday life, and it quickly became clear we needed professional help and guidance. Ben and Cody’s warm presence and genuine interest in our lives made financial planning feel approachable and manageable. They take the time to explain concepts clearly, focus on what truly matters for long-term financial stability, and ensure we feel confident in every decision.
Their depth of knowledge in financial markets, trends, and investment strategies has been invaluable. They’ve guided us through several major financial decisions, each of which I can’t imagine making without their insight and expertise. Knowing we can turn to them before making any big family decision gives us confidence and peace of mind.
What’s most special for us, however, is how our professional relationship has grown into a genuine friendship. Ben and Cody truly care about us as people, and that kind of authenticity is rare. They are every bit as committed to our family as they are to our financial success. We are deeply grateful to have them in our lives and look forward to continuing to grow alongside them for many years to come. If you’re searching for advisors who combine expertise, integrity, and a personal touch, you won’t find a better team than Fully Financial.
