Minerva Planning Group - Decatur (GA)

5 /5 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 Thomas George: Micah and Amy were simply awesome! They took time to address every one of our questions, and did so with a friendly and professional demeanor that left us feeling good about where we are with our future goals and plans! We highly recommend the Minerva Planning Group! Thank you!

5 /5 Collins Desselle: It was a true pleasure working with Amy! I have such peace of mind about our financial situation. Neither my husband nor I have any financial planning background, so we were looking for someone who could advise us on retirement savings, education savings, etc, and Amy was able to walk us through all the options and explain everything to two people who dont spend all day thinking about finance. Highly recommend!

5 /5 Stephen Seals: I had an excellent experience with Amy developing my financial plan. She is a great listener and has an intuitive sense of her clients needs. I was very pleased with our engagement and feel much more confident about my financial picture. Highly recommended.

5 /5 Nancy Saltmarsh: We have always been DIY with investing, but with retirement approaching, we finally admitted that we needed professional guidance. Amy gave us a clearer picture of where we stand and how our situation might change under different economic scenarios. She helped us consider a lot of factors besides investment strategies, too–withdrawal strategies, medical expenses, taxes, and whether Roth conversions might be worthwhile. We met with her twice, and I had several questions between meetings that she answered promptly. Her familiarity with Social Security and pension nuances for federal and state employees was especially helpful for us. We really debated whether to spend the money for this guidance. But it was definitely worth it. We now have a solid path forward, instead of our usual MO of winging it and hoping for the best.