"I love my job as a Pediatric Resident. I do NOT love managing my finances. Working with James and Jeff has given me the freedom to focus on becoming a better physician, leader, and friend rather than spending precious free time worrying about money. With their guidance, they have helped me to feel secure and confident in my financial plan."

Rachel Carlson, DO

The statement was provided on 1/30/2023 by Rachel Carlson DO who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.