Yes, according to many reviews, advisors from TFA provide personalized financial planning and communicate effectively with clients to understand and meet their individual financial needs.
While most reviews praise advisors for their expert guidance, there has been an isolated instance of a customer receiving inaccurate advice. It is recommended that clients seek to work with highly recommended advisors and verify credentials.
Yes, several reviews favorably mention successful retirement planning services provided by TFA, including strategies that potentially allow for early retirement.