Talking about money and planning for retirement is not something I previously thought would be enjoyable,... but then we started working with Kevin and his team at Wealthmark. Not only are they extremely organized, their customer service is on point, and they make financial planning something I've come to look forward to.
Kevin and his team have spent time with my husband and I to help us plan for our future. As someone who wants to start my own business, they have made sure that we have a financially secure foundation, and have helped us plan and prepare for several different scenarios - all which leave us in a financially stable spot.
I look forward to our meetings. We don't only talk about money, we also catch up on our family life, work life, and the day to day. Kevin and his team truly care about helping people be able to live full lives.
10/10 recommend having a financial planner and 10/10 recommend Kevin and his team!
