Benefit Planning, Inc.

Wade Guemmer has been our financial advisor for over 20 years. He is very thorough and knowledgeable about the market. We are cautious by nature but never feel pressured to invest our money in funds that we feel uncomfortable with. Wade respects that. He will give us his opinion and advice, but never pushes us. I highly recommend Wade as a consultant. He is a pleasure to work with!

We highly recommend Wade for financial services. He guided us as we prepared for retirement; reviewing investment accounts, and various insurance policies to ensure we were ready. He continues to review our accounts and discuss options on a regular basis. Wade is very responsive to our calls or emails when we have questions. He is a great person who always makes your success a priority!

We have been working with Wade for almost six years. He is attentive and checks in often. He respects our level of comfort with his suggestions. He always provides thoughtful advice based on his research.

Wade was so helpful with my family’s finances!! couldn’t recommend anyone else more for the job!