Doug was super helpful and had lots of great insights and thoughts on planning for retirement,…read morecollege, and various tax situations. I'd highly recommend him for any financial planning advice!

Doug was extremely helpful and patient with me! He found a way to fit me in to his busy schedule…read morewhich I greatly appreciated. I'm working on buying a home and Doug helped me identify a budget and strategy. He helped me execute that strategy and answered my questions via email promptly. He also helped me optimize for retirement and give me a good view of the strength of my plan. He sent a thorough recap and identified action items for me to follow up on. Highly recommend!

Jonathan has been advising me for a little over two years now. He has a very logical and clear…read moreapproach to personal finance. I enjoy working with him because he guides down a path that we choose together and gives me the information that I need to get comfortable with the choices that I am making. I highly recommend using his services.

I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife…read moreand I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan's advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying "listen to me, I know what's best for you". He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-educated and knowledgeable person in the finance realm. He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a "backwards" approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way. There are many times I've contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-thought out response. I know that sometimes I've asked financial people about certain investments, and they provide very hasty and impulsive advice - sometimes they provide a "one-way" solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more. Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our future.

Outstanding advisors! They listen, care, and go above and beyond to help guide our decisions to be…read morefinancially secure... plus some! We are grateful for everything they've done to navigate some complex financial issues. I can honestly say that I have never felt as confident in our finances as I do today as a result of their dedication to our success! Highly recommend!

My husband and I worked with 2 other financial advisors before we finally found Downshift. My…read moreexperience with Downshift is 360 degrees different from our old advisors. Eddie and Travis are extremely reachable and responsive whenever we have questions. They are extremely attentive to our needs and excellent in following up on any questions or action items from our conversations. Their use of tools also makes it very easy to exchange messages, save historical conversations, and schedule zoom meetings whenever I want to talk to them live. I also love their financial planning tool called Right Capital. I used several other tools in the past but this is the best one by far in terms of the granularity of the parameters that can be set up to calculate realistic retirement scenarios. One other big differentiator is they are a fixed fee advisor who can provide advise for the entirety of our asset. Our old advisors charged a percentage fee over the non-retirement investment accounts they managed, so their primary interest was to increase the balance in those accounts only, with little regards to our overall retirement goals or any tax consequences from their investment choice. Downshift always provides investment advice taking into account all factors, including short and long term tax implications before and after retirement. It's also an added bonus that you get both Eddie and Travis with different experience and skill sets (Eddie with extensive wealth management experience and Travis with real estate experience and also being an IRS tax Enrolled Agent). When I was interviewing different fixed fee advisors, most of them were one man shop and their availability was limited. In summary we are extremely happy to have found Downshift. We now have a very detailed and clear picture of our current and future income/asset projections and a realistic path towards our retirement goal. They gave us such a peace of mind!

I had a consultation with Dan just under a week ago; from the onset he has been professional,…read moretransparent, friendly and thorough. Dan is also a great listener as demonstrated in the post-call follow up email that I received same-day. Fast forward a few business days later, I have decided to move assets from my current firm to Dan's. While these steps aren't always smooth, Dan has been patient and professional - working with me every step of the way. I do not feel like a number. And that's important to me. Dan has provided me with a plethora of financial resources and offered to meet once the funds transfer(s) have been completed to discuss short and longer-term goals. I have various options available to me but I don't feel pressured in any way. Down the road I'll update my review; based on my initial experience I am very happy with this decision and my experience working with Dan. That said, I recommend Schutte Financial.

Dan has been extremely professional , approachable, and always responds in a timely manner to any…read morequeries you have. He took time to explain financial concepts and planning in way that is easy to understand, which gives confidence in making financial decisions. Very satisfied with the service received.

My experience with this team has been nothing short of devastating. I felt misled, unsupported, and…read moredeeply let down throughout the entire process. The lack of transparency and care severely impacted my financial stability and overall wellbeing. As someone who is disabled and relies heavily on the proper handling of my trust funds, I expected professionalism and integrity--but instead, I experienced the opposite. My accounts suffered significant harm, and the impact on my life has been profound. I strongly urge others to be extremely cautious before trusting this team with anything important and I was a client when Jim C was a client in 2013 as well.

Dan Schultz, Stan Benson and Tom Hustead comprise a team of three of the most savy and seasoned…read morefinancial planners with whom I have ever had the pleasure to work. Between them they have about 150 years experience and have helped me to understand my circumstances and feel comfortable that I will be able to enjoy the lifestyle that I have chosed without the fear of running out of money before I run out of years.

This company will give you trustworthy and reliable service. Have known them for many…read moreyears--highly recommend. Dana Naas - Golden Printing & Promotional Products Lakewood, CO 80215

Hi, I have known Matt at Golden Wealth Solutions for a long…read moretime. He is a financial adviser that will give you honest and smart advice on investing, managing money and other ideas to make you make smarter and better investments. A very nice, quiet, low key guy who is not pushy. You will like him. You will like his advice. randy

I graduated school, worked as a consultant, and switched over my retirement plan in one year (like…read morean adult!) so I knew TurboTax wasn't going to cut it. Having worked with John on a variety of trying projects in the past (and been really impressed by his professionalism and experience), I knew he'd be the best choice to navigate what I thought was complicated. He made the process seamless and easy, and only gave me a tiny bit of harassment about signing off less than 24 hours before tax day: "What day is today?" "Norma. It's APRIL... FOURTEENTH." *nervous laughter* Thanks, John!

John is a genuine professional that provides you with well informed information for success. Easy…read moreto work with and hope I will have the pleasure to work with him in the near future!

Ryan is different from all other financial planners I have met, he actually listens. He then gives…read moreyou outstanding advice based on what you want and what he thinks might best get you there. My portfolio has grown under his knowledge and oversight. Cannot recommend him enough.

Straight forward, honest talk to help you make clean financial decisions.read more

From the owner: We want you to thrive. Which is why our financial philosophy is based on time-tested biblical…read moreprinciples of financial stewardship. Does that mean you have to be a Christian to be our client? Absolutely not! But we know values are important, so we want you to know ours.

It's always a bit intimidating bringing your taxes to another person. After doing my taxes for…read moreyears I knew I was over my head with my new small business so I went with Gary Hendersen of H&R block (formally vantive partners). His staff took great care and literally triple checked their numbers! I would highly recommend anyone who fears uncle Sam's wrath to get it done right the first time with H&R block