Rosanne, Business Owner and client since 2016
I have worked with Tim for my family's personal finances and business finances over the past few years and have been blown away by his generosity of time and incredible support, especially in the growing of my small business. Tim has met with myself and my business partner numerous times to provide clarity, help us to establish realistic goals and to create a vision of where we are headed moving forward. This has enabled us to make wise and prudent financial decisions. If Tim recommends a new approach or book or resource, it is the first thing I read! I highly recommend working with Tim! - Rosanne, Business Owner and client since 2016
Phil & Susan Shamas, Clients for 8 years since 2012
Brad’s Wealth Management Process allowed us to develop a plan for our future that reflects our Christian values and has given us a sense of security about the direction we are going. We have confidence knowing that Brad is overseeing our accounts. He takes the time to educate us about the options available to help us reach our goals in all areas of money management. He is warm and has a passion for his work and clients, while maintaining his integrity.
Louise Belfour Dickenson, Client for 21 years & Rick Dickenson, Client for 16 years
Brad’s Personal Wealth Management Process has been a benefit to our family specifically, the Wealth Transfer Step. It gave us a whole new way of thinking about the distribution of our estate. It has encouraged us to finish with significance and to include our whole family in the wealth transfer process. We value Brad’s use of Christian principles along with financial planning tools which have encouraged us to be responsible stewards of what has been entrusted to us.
Ray Bender, Client for 17 years
I have confidence and peace of mind knowing that Brad is watching our investments as the markets change. What I value most in my relationship with Brad is he is honest and reliable. These characteristics make him the ideal investment advisor to oversee my portfolio.
Murray Hachman, Client for 19 years
My family and I have confidence and peace of mind knowing that our financial future is headed in the right direction. I value Brad's ability to communicate ideas in an understandable way.
Ray & Marion Houlding, Clients for 18 years
Ray and I always feel good after a visit with Brad. With each meeting he helps us understand our finances more fully. We appreciate Brad's integrity and the spiritual dimension that he adds to the equation providing solid advice based on biblical values.
Jan Radke, Client for 19 years
We are extremely appreciative and grateful for Brad’s expertise and friendship. Brad’s unique approach gave us a whole new perspective on life and helped us not only set financial goals, but successfully reach these goals so we could retire. Brad’s integrity and values give us confidence that he will guide us so we can continue to make the best financial decisions based on our life stages and lifestyle. It is obvious that Brad is passionate about his work and desire to help us. Words really can’t convey how highly we think of him. We continue to tell anyone who listens that he is by far the greatest life planner in the world and how fortunate we are to have met him. - Jan and Dave, retirees, and clients for 19 years (since 2001).
John & Lisa Sattler, Clients for 23 years
Through the Personal Financial Strategy step of Brad’s Wealth Management Process we were given the opportunity to share our personal plans for the future and beliefs which Brad took aligned with our financial goals and incorporated into our Personal Financial Strategy (financial plan). This Wealth Management Process allows us to set realistic goals and track them. We have confidence and peace of mind knowing Brad will offer timely advise for the ever changing seasons of our life and that he is continually evaluating our investments and retirement goals. We think of him not only as our advisor but a friend who we believe has our best interests at heart.