I have worked with Brendan for the last 10 years on both retirement plans and life insurance policies. He has demonstrated that he has extensive knowledge about both topics and how to integrate that knowledge into a beneficial tax strategy that will pay off when I plan retire.
July 2023
I am very appreciative for Brendan Harty who spoke to me in detail about my complex family situation. I learned of this group from a webinar that his group gave about (children) special needs and trusts. Brendan was extremely well-informed and experienced in his field, plus a kind and compassionate listener. I will consult him again in the future if the need arises. Definitely recommend.
October 2022
We worked with Caleb and Brendan Harty for financial planning. They have been incredibly patient and clear, and have helped us get our family financial and life insurance situation sorted out. We have a good starting plan and a set of goals to work towards.
I have worked with Brendan for the last 10 years on both retirement plans and life insurance policies. He has demonstrated that he has extensive knowledge about both topics and how to integrate that knowledge into a beneficial tax strategy that will pay off when I plan retire.
I am very appreciative for Brendan Harty who spoke to me in detail about my complex family situation. I learned of this group from a webinar that his group gave about (children) special needs and trusts. Brendan was extremely well-informed and experienced in his field, plus a kind and compassionate listener. I will consult him again in the future if the need arises. Definitely recommend.
We worked with Caleb and Brendan Harty for financial planning. They have been incredibly patient and clear, and have helped us get our family financial and life insurance situation sorted out. We have a good starting plan and a set of goals to work towards.