Reviews written by thomasa845

I wish I had the client base to take advantage of the sophisticated Planning tools

consistently great

I felt exactly like Andy - It was truly though provoking.

Fantastic

Fritz is the best!

Fritz always give me confidence

He is always fantastic

Bob is great. The average NW of my client base does not rise to the level of complexity to take advantage of the great recommendation

Fritz is consistently fantastic

As always, he is the best.

Great reminders and tips

Always informative

Fritz is the best Where has he published?

Planning strategies are well beyond the scope of what I do.

Fantastic

The ability to maintain a disciplined allocation for 20 years is a rarity. If you need to strictly conform to the 20 years that's a remarkable achievement in and of...

Always valuable Ended kind of flat - Application of concepts to Asset Allocation is always helpful

Timely and positive

Fantastic as usually.

Vital and timely information

valuable but need to know which BDs have approved his software . NPC has not