I had the pleasure of speaking with Andy C who walked me through the planswell options relevant to information I provided for my retirement planning. I was pleased to gain knowledge on options I hadn't considered to reduce my taxes and felt comfortable listening to Andy as he guided me through the tools and resources available through planswell. I really appreciated the feeling that Andy wasn't trying to push a product on me but was legitimately working on helping me towards my financial goals. I look forward to continued conversations and doing more with Andy and others he recommends at Planswell and their partners.