I listened to former colleagues and asked myself how I could best understand my needs and options as I embarked on retirement. I didn't have much to work with in terms of savings, which meant that making intelligent choices about their management was of paramount importance. I also knew money management was not one of my strong suits. My partner and I didn't have a fortune when it came to investing for the days that lay ahead. What we discovered was our good fortune when we reached out to Nate Graff and asked him to help usher us forward with establishing a plan and a strategy that suited our particular circumstances. He deftly articulated a means to assess our risk tolerance, a notion that was brand new to me. HE explained that we held the puzzle pieces that represented our financial possibilities. His task was to utilize his ability to see the big picture, the whole picture of mixing our choices without sacrificing our sense of trust and comfort. His guidance and resulting actions on our behalf have proven both insightful and very productive as market fluctuations have rocked segments of the market. We have grown to appreciate not just Nate's capabilities, we've grown to appreciate greatly his authentisity and kindness. In an era when trust seems in short supply, we celebrate the choice to entrust our investment portfolio to Nate. read more

My Parents used Bethany Morris to help them switch Medicare providers - My Mother's account has accrued a late enrollment fee. She said she'd take care of it. It's been months and the charges are still occurring. They are only open on Mondays, no phone calls are ever answered and voicemail messages are never returned. Worst customer service. Not sure how they are still in business. read more