Commencement Financial Planning, LLC - Lakewood (WA)

Bill Marcum Marcum Kyle and Ryan work exceptionally hard to help improve the quality of life for their clients for today, tomorrow and in the future. Its not about selling a product its about helping clients be successful. I like that.

Devin Drake The Best in the Business – Hands Down I never write reviews. But after decades of working with Kevin and his incredible team at Evergreen Home Loans, I feel compelled to share what an absolute gift they’ve been to me and my family. I’ve personally bought three homes through Kevin, and my parents have bought somewhere between 8 and 10. We’ve been with him for decades now, across multiple states (Washington and Arizona), and the experience has been nothing short of flawless every single time. Kevin is the kind of person you hope to find in any industry, but rarely do. He genuinely cares. He listens, he’s honest, and he goes above and beyond, every time. Whether it’s finding creative ways to get you into the home of your dreams or making sure you’re not overextending yourself financially, Kevin always puts people first. His integrity is unmatched. And his right hand, Natalie, is just as impressive, highly knowledgeable, ultra responsive, and incredibly kind. Together, they form the most dependable, communicative, and supportive team I’ve ever worked with. Kevin will literally bend over backwards for you. Day or night, if you have a question, an issue, a worry, he’s there. And he’ll stick with you until it’s resolved. He’s not just a loan officer. He’s an advocate, a problem solver, and someone you can trust without hesitation. I honestly feel indebted to Kevin, Natalie, and the entire team for what they’ve done for me, especially with my most recent home purchase. They’ve made what can be a stressful, overwhelming process feel smooth, safe, and even exciting. If you’re looking for someone who will have your back, get you the best deal, protect you from shady agents, secure the best loan rate, and treat you like family. Kevin is your guy. Period. Thank you, Kevin and Team Kevin. You are the definition of professionalism.

Barb weiler I was not sure what to do with my 401k accounts when I was downsized from my job, Scott listened, asked the questions, analyzed my risk tolerance and future needs for retirement. He made the transfer of funds process easy and understandable! I recommend Scott for anyone interested an advisor who will listen to your needs, wants and he will explain if you do not understand!

P W The greatest gift that Gabe has given me in these retirement years is peace of mind, for today and for the future. I’ve been a client in Seattle for almost 14 years, with no plans to change this relationship… ever. He has overseen and advised on investments, bank accounts, budgets and other financial/life decisions with understanding, honesty, patience and sincere caring. He’s quick to respond and has stuck with me in life’s tense moments, such as buying a house or making a life-changing plan. I’ve never felt like just another number in this professional relationship but someone whose life Gabe was genuinely interested in making better…not to make me financially rich but to free me to live in the manner I desire and to make the decisions I want to…which is riches indeed.

Lisa Heins My husband and I were looking for a fee-based CFA/CFP, who could help us thoroughly vet out our plan for early retirement. I have a decent grasp on important elements of financial planning and finance as a whole and my husband, most would agree, has a very high level of acumen in these areas. That said, we wanted a professional to guide us through the process and help build my confidence that the plan we were working was on course and relatively fail proof. We were fortunate to get a referral to Keel Financial Partners from our neighbor who owns her own CPA firm. We utilized them for planning around retirement, tax planning, cash flow, and asset allocation, among other areas. Aimee and her trusted partner Amber were exactly what we needed and more. First, I can not express enough how much confidence they instilled in us. We dove into a plethora of topics throughout our planning sessions and Aimee never failed to offer a robust conversation which was educational and informative. In short, she more than knows her stuff. Her recommendations and advise were clear and sound and delivered in a way that makes sometimes complex content to be very accessible. During all exchanges with Aimee and Amber they demonstrated a high level of understanding of our specific estate details, they didn’t miss a beat. Communications with them were seamless and they were both extremely responsive and organized at every step. While we didn’t utilize Keel Financial for our investment management as my husband enjoys handling this, we would not hesitate to do so in the future with a high degree of confidence.

Dog Bird They all ways help me out when ever Im in a jam. Yeah the rates are kind of high but just what do you expect out of an insecure lone. I got a check the same day. Customer service is excellent "legalized loan sharks" please. Pay your bills people.