Karl is detail oriented and patiently helped us identify and understand our saving priorities. He established a plan in pursuit of our ideal retirement needs. He regularly checks in with us to share status and progress, make recommendations or just see if we have any questions. Karl has has afforded us the opportunity to make our money work for us in a way we’d never have been able to do alone! We are so glad to work with him to ensure future financial security and recommend him highly to anyone looking to find the same for themselves!