5 /5 Gary Doerschlag: I met Geoff about 10 years ago canvassing my neighborhood in very hot weather. I was impressed with him. I thought since we had 401Ks we were doing everything right. I learned from him not having a strategy to make our money work as hard as possible for us was not the best solution. I shudder to think how much money we left on the table all those years before investing with Geoff. Most Finanancial planners park your money for a year and forget about it even when there are major market disruptions. He constantly watches the market with LPL and can make adjustments if needed. Everyday my wife and I are grateful for having Geoff looking out for us. WE have had friends move to him too and are very happy with him too.
I always tell friends, I know you have a financial planner at a bank or credit union. However, that is side business for the bank or Credit union. You need someone whose job is to look at your portfolio as a full-time job. It doesnt hurt to meet with Geoff and see that he might be a better fit for your wealth management. Gary
