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I have known Greg since 2008 and worked for him for almost four years. I have had the privilege of using the Wealth Planner Tool he developed. It is very comprehensive and well structured, with algorithms that automatically generate a clear view of financial circumstances and enable easy-to-follow financial planning once relevant baseline data is loaded into it. Before using the tool, I thought that I had a good handle of my personal finance, but after using it, I got substantially new insights into my current and future financial situation, through a complete review of my expenditure patterns, savings trends, investment/asset structure, wealth accumulation pace, and goal-setting for pre-retirement planning. I have also been able to use the tool to track my progress, view variance between actuals and budget, evaluate investment performance, and determine what changes I need to make to my financial plan. Greg has indeed developed a very powerful and valuable tool.
I took a core class taugh by Tamika. She is a great instructor and people will benefit from working with her. I will admit the class was tough however Tamika makes sure you workout at your comfort level.
He says it like it is and his stuff really does work. I actually didn't want to agree with his assessment and I went with someone else for a while. I spent months and a lot of money with the other guy and never really made any headway. I ended up coming back to Bill for his advice. I have a friend who'd referred me to bill in the first place that insisted I come back and give him a second shot. I have to admit, what he teaches does work. I'm glad I came back. If i could do it again I'd have just done what he said in the first place. Would have saved a lot of time and effort.
As a student in the forensic science field, my exposure to budgeting and finance has been minimal. As a result, I was in need of a person who could aid in my financial planning. As banking/finance major, I knew that Tay would be fit for this task. She was able to create a personal budget, tailored to my needs which I still maintain today. At the start of my budget, I was confused and unfamiliar with a successful way to save as much as I can as soon as I could; however, it is with the experience and knowledge that Tay encompasses that I have been able to continuously build my savings. Tay's patience, attitude, and willingness are some of the varying attributes to which I owe my financial success.
As a freelance marketing professional on occasion part of my client's work request will include spreadsheets and financial analysis. In order for me to concentrate on the marketing aspects of the project, I have outsourced the finance pieces of the project to Martha. She is an excel power user and did a great job of managing the budget. With her financial background we were able to find alternative suppliers for the project and as a result - a cost saving to the customer. She is very business savvy and would be an excellent choice to assist with numerous business projects.
KJ is very personal and is always looking for the chance to bless you and not just do a tax return. It is very important for him to make sure he maximizes what you receive back based on the knowledge he has in the industry. I have done my taxes with KJ for the past five years and won't be doing it with anybody else. For me it's important to deal with somebody you trust when it comes to your finances and I trust KJ very much he looks out for me and my family. If you're looking for a fair honest company to handle your tax return for this upcoming tax season KJ and new century tax services is the place to go trust me you won't regret it.
Alicia White is smart and savvy with finances. She helped me create a realistic financial budget to keep me on track in paying off my debt at an increased pace as well as increasing my savings, significantly. I would recommend her services to anyone who is looking to improve their financial situation.
Jerry Dietz is fantastic to work with. He really helped me get my finances organized and start budgeting effectively so I would stop overspending every month. I felt like he was able to explain things to me without talking down to me, which was a nice change from some of the finance guys I've talked to before. Would definitely recommend.
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Your life goals: our financial strategies. As one of Lewisville, Texas's recognized independent investment advisory firms, our financial group helps clients reach life goals through business and personal financial planning and wealth building. The combined experience of our financial planners can help you achieve your goals, whether you need an investment management advice or comprehensive financial guidance. We specialize in your financial needs. We believe in creating relationships as much as successful outcomes. We are there to provide you with professional advice and a genuine commitment that even goes beyond the numbers throughout each chapter of your life.