Matt Roedl Financial Professional Associate - Effingham (IL)

Matthew Shaw A very close trusted friend highly recommended my wife and I to Kyle with Long Planning LLC. We are so happy we did. We run a real estate business and have always pretty much done everything on our own. We love having Kyle help advise us on our finances. He is helping us get clarity, direction and a game plan for retirement. We are super excited to have this help. Not the average financial planner as Kyle goes way beyond that. I dont believe a pay check motivates him while dealing with his clients. I really feel he gets motivated by helping his clients win. His level of expertise and service far out weighs the compensation for his services. I cant put a price tag on the value he brings and I am confident I will be a client of his until I die. God Bless Kyle and his company Long Planning for helping my family and others. Thank You Kyle

T “Tee” Just started with the company so far they are keeping me Moving. Simple and easy Long as you can follow simple instructions and deliver on time and pick up on time and keep a positive Attitude and mindset all well. The company is family owned and everyone that I have met has been pleasant and very supportive including the owner Joe. So another thing that I have noticed is that the people have longevity with the company they’ve been with the company for years 20 years 15 years and 5 years That speaks volumes about the company itself if people were not happy they would not stay that long so so far I feel like I came home to a good thing and they have flexible work schedules as well.

Jon Delphine High fees and low interest - you are basically paying them to take your money if you invest with them. Very disappointing. I am down 11.25% on a cash deposit IRA after 5 years. Thats basically just from fees. I have not used any service since the rollover, other than today to cash-out. Shame on you Principal. You are supposed to help me acquire wealth for retirement. Not only did you not increase the dollar amount in the account - you caused it to lower. I would have been better with the money in a savings account. Your fees were significantly higher than the interest. Additionally if I look at inflation and a 10% penalty (to avoid you taking it all) - I have lost over 40% of the initial deposit in 5 years. I dont think I would use you ever again, for anything.

Frank Romero Very clean office. All staff is friendly and knowledgeable

Anne Flaherty Kathy and her staff are truly knowledgeable and caring about their clients. I am so appreciative of their efforts to ensure my own and my family‘s financial stability and future.