I listened to the RetireSMART radio program on the weekend. I thought it couldn't hurt to have the…read morecomplimentary (free of charge) "Report Card" done on my portfolio. I've been retired for 5 years now. I've been with my current advisor since 2002 and she has done an excellent job investing my money to where I don't have to worry about money for the rest of my life. I wanted to make sure I wasn't missing anything by getting a second opinion on where I'm at financially today. I sent in all of my relevant documents for their team to analyze and filled out their questionnaire indicating my LOW risk tolerance. I also provided the investments that I like as well as those that I do not like based on my past experience and where I'm at with my life. In order for a new company, like RetireSMART, to take over your investments, they have to find "something wrong" with the way you are currently invested. Otherwise, why would anyone go through the hassle of switching just because it's something new and trendy? A radical move like this is messing with a person's future financial stability so you have to be careful. They did analyze my investments and I was surprised as to the recommendation of basically selling everything I currently own in the portfolio. They recommend selling all of mutual funds and tax free bonds for ETFs, buying stocks (which I consider risky at my age), exchanging my large life insurance policy for another insurance company and converting my entire IRA to a ROTH IRA before I turn 72 putting me in to a much higher tax bracket also effecting my Medicare premium when I turn 65. They backed up their recommendations with data based on current trends and pending legislation at the federal level. It looks attractive when they mention that an investor will have more say over their money at the end of their life. With me being single with no dependents I could care less about any remaining money after I'm dead. There is no crystal ball with their recommendations. Tax rules change all the time based on the administration that is in office. I decided their recommendations were not a good fit for me so I will continue down the path I am on prior to the review with a few minor tweaks. If I was much younger it would make sense to go with their company. I thanked them for their time and efforts.

Very misleading company who pushed and sold me an annuity which was very misleading- Financial…read moreadvisor they call themselves what a joke!- more worried about there commissions than producing a clients return on there money.

Mark Houston is the best advisor I've met. He is very knowledgeable. He provided a very…read morecomprehensive plan for me that fulfills my goals and needs. He has an impressive team of outside professionals who assist him in the plan's design. Mark is so much more than the typical advisors I have worked with or interviewed in the past!

If you have ever read any of my reviews, you know that I am stingy with my 5 stars, very stingy!…read more So here is why I give a wealth management place 5 stars, when I don't even bother reviewing them, because I'd give them all 1. I am NOT independently wealthy, In fact I have finally reached the point where all my bills are paid and I can afford an occasional movie ticket or concert and still have a couple of coins left in the bank when I get paid again, Hallelujah (there was once a time when overdraft protection was my backup plan). Earl from Lexus sponsored tasting event at Wine Styles (DEFINITELY put wine styles on your list), where he spoke about what his company does and their approach to wealth management. First of all I appreciated the fact that he did not to the hard sell, he allowed us to enjoy the event, then he talked to us about his services and then we continued to enjoy the event, nothing like those time share talks. I made an appointment with him to talk about my wealth, or lack thereof, and he honestly made me feel comfortable and not ashamed that at my age, I do not have millions squirreled away somewhere. I've been to financial managers before and I always came away feeling like a failure and stupid and hopeless (real talk). But not Earl, he was honest about what moves I can make and what things I can do to leverage what I have and start building for my future. He didn't tell me to turn off the cable, start eating ramen and sell my truck like other wealth managers have told me. No, I may not be a millionaire when I retire (unless I hit the lottery or one of my business ideas really takes off). But with Earl as my advisor I will be comfortable.

I was expecting a conversation about what I wanted my retirement to look like and stop after that…read more I thought, "why am I in this office talking to a financial advisor without financial advisor kind of money in my bank account?" Here's what happened....... I learned that it's possible to invest beyond your employer paid plan, ability to adjust some of your current retirement plan to earn more and how it doesn't require a fat pocket full of money/huge bank account to start planning. After much discussion about what is important to me for my future, we came up with a plan. The bonus? You gain a brother, uncle, super cool neighbor that's easy to simply talk about your future goals with. If nothing else make an appointment, ask him as many questions about financial planning as you want and be surprised at the power you have over your money!

Trinity is the best! They really care about their customers. We've been with them for 10 years and…read morehave nothing but good things to say!

We've been working with Matt for several years as we've been preparing to sell our business assets…read moreand plan for retirement. He and his group have been helpful during this process and we look forward to a continued and rewarding partnership in the future.

I really like Carson wealth. In particular our financial advisor Jason is awesome. He is full of…read moreknowledge and I feel he is always looking out for us. He's always willing to help with whatever questions that we have. Their headquarters is beautiful, but more importantly, I feel they handle our money well.

From the owner: Carson Wealth has financial advisors in 30+ locations across the country, plus 120+ affiliated…read morefirms to help you find your freedom, no matter where you are. Everyone needs a financial plan that's 100% customized to their life - whether you're just starting to grow wealth or looking to preserve what you have for the long term. The financial advisors at Carson Wealth work with you to discover your definition of freedom, and then design the path to help get you there.

Horrible service!!The office is complete chaos. No one returns emails or seems to know what is…read moregoing on with associates. Multiple days to return phone calls, when a phone call is returned it seems no one really has relayed the message. Emailed an associate who states they will get back to you on Monday and it has been 2 weeks and still have yet to hear back even after multiple attempts to contact them. Do NOT recommend.

Kate has been an excellent financial advisor, tax preparer, and legal assistant to our family for…read moreyears.