5 /5 Eileen Mershon: I had a long checklist of things I was looking for in a financial advisor. I wanted a group that is highly motivated to excellence in everything they do, goes above and beyond what’s expected; who anticipates, prepares, and proactively looks for opportunities to better serve their clients; considers things from multiple angles; is both detail and big picture oriented, is not just competent, but savvy in terms of financial planning; maintains integrity, values people, and honors the Lord. I wanted someone who welcomed my questions, was easy to talk to, was happy to dive as far into the details as I wanted, and was willing to meet with me as many times as I needed to feel comfortable. I also wanted to feel confident that the peace of mind and the amount of money I would save or earn as a result of their expertise would more than justify the cost of their services.
Im happy to say I’ve found all of those things and more in LifeGuide. I highly recommend them!