I am a CPA that focuses on tax and transaction consulting. I have been using WT basically since Doug developed it and felt like I was a knowledgeable user. I set up an appt with Doug this past week to discuss my data and program inputs. Wanted to make sure I was not missing anything and to discuss my retirement situation and planning. He was a solid sounding board and provide some good advice. Very worthwhile hour spent with Doug.

I've been using WealthTrace for many years but have never had an expert planning session with Doug before. I'm 70 and on the doorstep of retirement so I wanted to make sure I was using the tool correctly to increase my confidence. I spent an hour with Doug and he went through everything step by step and updated many things along the way. It was money well spent and I recommend it for anyone who depends on WealthTrace for financial guidance.

Doug was extremely helpful. I had a one hour session. He displayed the highest quality of customer service and he is also a technical expert. He answered all my questions. I highly recommend him to others. Money well spent.