5.0
31 Oct 2016
Doing it Right
Current employee, more than 10 years
Brentwood, TN
Recommend
CEO approval
Business outlook
Pros
Comprehensive plannning is the only way to properly do planning for individuals and businesses. It requires a dedicated team of planners, a formal, distinct process, and well-trained advisors, which this company enjoys all components to mkae us so successful.
Cons
There are really none; our process is time-consuming, but the outcome and satisfied clients make it worth the extra efort.