5 /5 Sheila Anderson: My husband and I needed a financial planner after receiving an unexpected inheritance. The prospect of researching companies and figuring out our needs was hugely daunting, but thankfully I was referred to TrueWealth Financial Partners by a friend of a friend, which was so fortunate - we really hit the jackpot! It was clear from my first phone call with Glenn that they were going to be great to work with. And I cannot recommend them highly enough.
Glenn and Kari are extremely professional and knowledgeable, and they strive to teach their clients by demystifying everything about investing and money markets. Because theyre so transparent about why theyre making the recommendations that they do, I feel completely confident in having them manage our finances and I trust their recommendations 100%. Their approach is entirely tailored to their clients needs, wants, goals, lifestyle, etc., and theyve always been super responsive any time I had a question or request.
Whether youre a savvy investor or someone like me who has no interest in managing their own investments, you can take advantage of their expertise and will be better off for it. The cost is less than you think, and the benefits of having a professional financial planner driving your financial success makes it a total no-brainer. They even took my out-of-state brother on as a client since they were already helping me with the shared inheritance. So, you dont even have to be local to work with them!
