Well worth the money. Doug looked over all of my assumptions and found some things I needed to change and look into. I feel so much better about my retirement now!

I recently purchased WealthTrace software. Its super easy to use, brings confidence, and it comes with great service. I also recently had my session with Doug to review my information. He is well averse and was very helpful looking at my data and running some pressure tests; and was helpful in the aspects of taxes. Highly recommend having a session with him.

I have been using WealthTrace for a number of years and have been extremely pleased with what it has enabled me to do. My session with Doug provided insight to various aspects of planning that only a professional would have. The modifications to my plan and advice I received were invaluable. That was my second review, the first was years ago, and I will inevitably have a third in the future. Thanks Doug.

Doug Carey was very helpful both from the WealthTrace tool and personal financial planning perspectives. I learned key info and he made adjustments live to my plan to help me learn the features of the tool. I am much more prepared to make informed decisions preparing for retirement. I wish I had done this long ago.

Outstanding session. I learned a ton and now I am much more confident in the retirement projections. I'm also more familiar with a number of features that I hadn't fully explored prior to this session.

I agree with the prior review. Doug not only gave very specific advice, he actually illustrated his points by making the necessary modifications to my plan while I watched. Very worthwhile.