Learning a different language is never easy. But with Jason as our interpreter and guide to the world of investing and financial planning, we have a much better understanding of how to make our money work for us. We now have a rosier picture for our retirement. Whether it be a leisurely local luncheon, or a detailed email to us while we're travelling the globe, Jason is readily available with studied options and thoughtful advice. We appreciate all you do for us Jason - thanks, merci, salamat, dhanyavaad, obrigado!

Investment Planning Counsel clients since 2009

Chris has been our financial advisor since 1995. My wife Manjula and I are trusting him and his team with our hard-earned money. I have utmost trust in his ability, knowledge, and investment strategy. I have tested his ability and asked some hard questions, especially when the markets were not doing well. I always listen to him and trust his opinion, and appreciate it even more during the tough times.

Investment Planning Counsel clients since 2000

I have absolute trust in working with my Advisor because he truly cares about my financial welfare and takes the time to explain his recommendations in a way that makes sense to me. He is committed to understanding my needs and providing guidance while respecting my overall aversion to risk. He is very proactive in keeping in touch and always make sure my plan is up to date and relevant for my current situation and future goals.