Beacon Pointe Advisors - Dallas (TX)

5 /5 Carol: I had a great working session with Chad Smith today! Although he is personable and down-to-earth, dont be fooled: Chad is also very knowledgeable, and able to explain things to me in a way I could understand. He answered all my questions, brought a perspective to what I was trying to accomplish, and made some excellent recommendations from someone who was obviously an expert. This is exactly what I was seeking, and I look forward to future engagement with him and the Heritage Financial team!

5 /5 Bradley Glausier: My wife and I had an incredible session with Chad. He took the time to help us lay out a roadmap for our future and gave us guidance on upcoming decisions to ensure they were smart and forward-thinking. We feel confident moving forward as we grow our family, buy a home and plan for retirement down the road. We wholeheartedly recommend working with Chad and the Heritage Financial Team as they truly care about you and are invested in helping you succeed in your financial future.

5 /5 Ben Mitchell: Allison has worked with our family through several life changes over the past 12 (at least) years and has remained loyal, kind, and extremely capable of growing our portfolio and helping us make a plan for the future. She truly cares about her clients and becomes an important ally for life. I cannot commend her enough!

5 /5 G O: I continue to consult with Chad Smith and this firm. Their advice is excellent and their level of professionalism goes above and beyond my expectations. Their strategies have helped me better plan my finances and I will unquestionably continue recommending and visiting them for financial planning needs.

5 /5 T Smith: Had a surprise early retirement package offered to me and a short window of opportunity to know if I could pull the trigger on my retirement or not. Chad and his team were able to provide me and my spouse the advise and guidance with "what if" cases dealing with variables of when to take Medicare, Social Security, portfolio assist allocation, insurance as well as referrals to expert legal and estate planning team. Even more importantly he helped reassure my spouse in easy to understand charts and graphs without coming across as mansplain to her. So whether you have just $500,000 or $30 million youll be wise to invest your time with Chad to establish and execute a well thought out financial plan. Your retirement and your spouse will love you for it.