Your Retirement, Your Way

After a bad experience with a previous firm we were gun-shy to trust a new one, and then we found RetireStrong. We continue to be absolutely amazed at how great RetireStrong is! It has been a breath of fresh air to meet with Kyle – he is extremely knowledgeable, responsive, proactive, and very friendly to boot! Sheryl is helpful as well and so much fun to talk to! We are exceedingly glad we found RetireStrong and highly recommend them to anyone needing a financial advisor.

We have been with Gregg at RetireStrong for 15+ years. We just retired. His knowledge and joy for seeking out the best plan for us has been a Godsend. We just met with him because I was nervous about all the changes when filing my taxes. He knew exactly what I needed and I felt so much better and confident after we talked. Believe me, you can’t do better than Gregg and Kyle.

Gregg and Kyle have helped my husband and me feel confident about our financial situation before retirement. Before we saw them, we felt like we had no guidance from our advisor. Gregg and Kyle have shown us how pulling together all of our retirement plans will work for us. They are on top of everything for us – and we are completely confident in their advice. I couldn’t recommend them more!!

We’ve been with Retirestrong for less than a year, and I am continually impressed with Kyle and the team. I’ve worked with big-box financial advisors for some time, but they can’t compare to the friendly, detailed, responsive service we’ve received since switching. Kyle has provided a plan and goals, but mostly peace of mind and confidence – priceless. Go team Retirestrong!

I delayed engaging with a financial planner for years because I didn’t know any, couldn’t get a good reference from any of my friends, and didn’t really understand “why” I needed one. About 18 months ago I decided to make finding a trusted financial professional a top-priority. I knew I was looking for someone who was a CFP, someone who my personality fit with, someone who was not a part of a large corporation (with mandates and goals to push their products), and someone I felt was genuine and approachable. I can’t explain exactly how I got there, but when I found Gregg Gonzalez and his team, I got there. Gregg and Kyle are the best team we could have hoped for. They are exceptional listeners, they shoot straight, they set realistic expectations, and they tell you when you’re on-track and when you’re off-track and need to make some adjustments. My wife and I, for the first time in our lives, feel we’re heading in the right direction and have a defined plan for achieving our financial goals. My only regret is, I wish we had found them many years ago.

Gregg Gonzalez has proven to us over the many years he possesses the integrity, knowledge, transparency, and expertise that have assisted us in making intelligent and informed investment decisions. Gregg had initially reviewed our assets, offered strategic direction, and freely invested his time explaining what we could appreciate in our retirement. Once he got our business, nothing has changed. He returns calls with immediacy, addresses any and all concerns, and explains in detail strategies, trends and options available to maximize our returns. As recent retiree’s we are living the life we had hoped for and comfortable we will have the money needed well into our very senior years. And so much is to be credited to Gregg and his team. We strongly recommend Gregg/RFA for professionally planning all your investment/retirement needs. John & Pat W.

We have been working with Gregg for over 7 years and he and his team have done an excellent job in helping us grow and keep safe our retirement income. His advise on what products and companies give the best returns is immeasurable. Very knowledgeable and cares about his customers. Highly recommend Retirestrong!

My husband and I found Gregg from the Dave Ramsey Smartvestor Pro list. Gregg and his team modeled a plan with different scenarios for when we could retire and meet our goals. It’s great to have a written retirement plan to works towards. Gregg has helped us convert some of our exciting 401k to Roth IRA’s. We feel so blessed to have met Gregg and have a real partner working with us. Gregg does a great job explaining and helping you understand your investment strategy. We consider Gregg and his team a real asset in our lives.

I can’t recommend Gregg Gonzalez and Retirestrong enough if you’re looking for a retirement and financial counselor who truly cares. Gregg is honest, faith-driven, and family-oriented, and he takes the time to understand what you need—not just financially, but in terms of your future and peace of mind. What sets Greg and Retirestrong apart is their down-to-earth approach and understanding of retirement planning. They don’t push cookie-cutter advice but instead help you figure out what works best for your situation. They’re great at explaining things in a way that actually makes sense, so you never feel lost or overwhelmed.

We have had a wonderful experience with Gregg and the rest of the staff at Retirestrong Financial Advisors. We have referred many people to them because we trust them whole heartedly with our finances. They will treat you right and be honest with you in all your planning. Retirestrong Financial Advisors are simply the best.

Greg has been my financial advisor for over 9 years. He helped me with my retirement planning and has continued to be a great asset when reviewing my financials since retirement. I would highly recommend Greg and his staff for financial and tax planning!!!