Partners In Planning LLC

Oct 2015

I recently met with Val to discuss my husband’s 401K, pension plan and overall retirement planning. My husband and I will never be rich people, but I trust Val to help us work toward a planned and comfortable retirement. I found that Val listened very intently to the needs of our family. She understood them and was able and willing to work with what we need and how to help us accomplish it. I know that Val has the knowledge and experience behind her to be able to help anyone I would send her way. She is extremely knowledgeable and able to relate to me at a level that I can comprehend what she is explaining. I appreciate that. We look forward to working on a long range...read full review