1 /5 Candice Donnelly-Knox: I first saw Johns presentation at Boyertown Area Senior High. Because I had further questions about our college planning, I booked my free consultation, where I was told Id be a good candidate for their company to help me with college/retirement planning. I felt my first 2 meetings with the planner were helpful, but then when I pushed back because I didnt like the singular plan we were presented with and wanted to see another option or two in order to decide what would be best for our family, I received no response. I think this company has a standard plan that they present to families and if you have any financial goals other than to pay for college and plan for retirement (i.e. you want to buy a house, you want to travel, etc.) those are not considered. I dont believe there is support for that. When I was put in touch with an associate for follow up information, I reached out first explaining my situation and questions so there could be a focused, strategic conversation. The response I received was "Wow, a lot going on here....let me get back to you." And then no response. I was so discouraged. I have emailed my planner, with no response. I have emailed another individual in the office expressing my dissatisfaction and there has been no response. I am disappointed, to say the least. I spent a lot of money with the impression that this would be a collaborative effort to financially plan for our future and I am just left with the feeling that because I didnt follow what they said (after them knowing me for maybe 3 hours of my life), I was written off a client not at all worth their time. I would not recommend using this companys services ever.
