Reviews written by Murphy

Nice to have Craig as part of my investment research.

Informative and to the point as usual.

I learn something every time Craig presents.

Great way to start the year with amazing content.

One of the best webinars

High level

Fritz always leaves me with great talking points. Going on 5:15 conference call new client.

Nice overview. Reminded me to make sure college students and even young adults have power of attorney and heath directives.

Very comprehensive. Cybersecurity is scary.

Timely Information. Now that most everyone has filed their 2019 return it is time to review 2020 for Roth Conversions as well as returning RMDs. lots of great...

Craig is always clear and concise.

A great recap of last few months.

Reminded me to subscribe to Craig's material.

Good refresher.

Fritz takes a complicated topic and makes it easier to communicate to clients. Always look forward to these sessions.

Reassuring that we are giving advice to clients based on real data.

Great overview.

Perfect timing.

Very timely.

Certainly highlights the importance of having Roth Conversion conversations with clients throughout year.

Certainly highlights the importance of having Roth Conversion conversations with clients throughout year.

Makes it easier to illustrate the benefit of diversification over long periods.

Complicated area clearly presented.

Reminds me of the value we bring to our clients by staying current.

Perfect timing. Almost every client is asking about Roth conversions this time of year.