Bruce & Lili

We recently needed to set up a meeting with Mr. Farr to discuss financial planning options for long-term health care. We worked with several members of the team in the process. Daniel Bonner was very responsive and professional and quickly facilitated setting up an appointment and providing other administrative details. He also was the connection to Jeannie Farr to provide background on our upcoming meeting. Jeannie reached out promptly and we had a very helpful preliminary discussion. Documentation transfers to prepare for the meeting were handled by Debbie Mitchell and Sierra Kolasa, both of whom were professional, very efficient, and patient during this process. We value Mr. Farr not only for his deep expertise but also his willingness to speak about difficult challenges directly and clearly, grounded in his experience. In discussing planning options, Mr. Farr listened carefully to our particular situation and concerns. He provided perspective, a candid assessment and additional issues to consider as we move forward. This clarified our planning greatly. He also provided us with several links to additional resources for further information that proved very helpful. Thank you for having such a professional team and specialized services. We will highly recommend your firm to any friends that are in need of such services. Sincerely,