Client Testimonials

I feel like they just get it. They not only understand the personal side of investing and finances, but they understand business owners and what it takes. So they've been able to be very integral in both sides of our personal and business side of things.  They provided expertise in allowing me to become comfortable in where my finances were currently and where they would be once the business sold. So it was a comfort level of understanding where I was and where I could be once the business sold.  I've referred my brother and my mother and others to Instrumental Wealth. Having them part of my team has been a great decision. You typically seek to do business with people you know, like, and probably most importantly, trust. Instrumental Wealth checks all those boxes for me and they've really exceeded my expectations.

Jeff is a client of Instrumental Wealth, LLC and is not being compensated for sharing their opinion and experience with our firm. Jeff's comments may not be representative of any other person's experience with the firm and other clients can experience different results.

One of the things that led us to David and the team at Instrumental Wealth was, for me, over 30 years in corporate America in an executive compensation plan, and really a very complex executive compensation plan, and truly understanding: How do we manage some of the stock options? How do we manage deferred comp? Are we positioned with some of that executive package for our retirement? Not to mention the tax implications. Having someone who has done this with other couples in our situation and has an amazing reputation gives us a peace of mind. They manage a lot of things on our behalf, and then we have routine connections, interactions to make sure our goals are being delivered. I think it's one of the best things we've done as a couple, really truly understanding where we are and what the future can look like. They really pointed us in the right direction for a comprehensive overall game plan, not just financially, but what, Jane, do you and Dave really want to do in those retirement years, and what would that look like? They truly partnered with us. We felt very confident they're not going anywhere. They're going to be here for generations to come, and that made us feel really confident as well.

Jane is a client of Instrumental Wealth, LLC and is not being compensated for sharing their opinion and experience with our firm. Jane's comments may not be representative of any other person's experience with the firm and other clients can experience different results.

I think Instrumental Wealth serves a purpose that is kind of all-encompassing, really. Any kind of log jam or fork in the road that I get myself into, I always seek advice. I talk about Instrumental Wealth as one of my core group of advisors. And it can be anything from banking to insurance-related, accounting-related, like CPAs and things of this nature. But any kind of professional resource or networking that I'm looking for, I'm always using them as kind of a north star. And of course, I do my own research, but then, based on that research, I'm looking for them to either confirm, verify, or offer alternate solutions. Given any particular topic, they can tie things together, and it's open, honest communication. I feel like it's really, a relationship, not transactional. And I think that's really important. At the end of the day, I'm trusting people with my money and my decisions, and to know that I can have an open, honest, kind of informal conversation that leaves some really formal concrete decisions really builds trust. And to have that consistently is really important as well. My advisor within Instrumental Wealth has met my wife, met my kids, met my employees, gone that extra mile. I mean, I remember when we instituted a 401(k) plan, and I was scrambling and basically had a 100-person event planned and didn't know what to say or how to say it. My advisor stepped in and said, "Well, where is it at? Is it here in Tampa?" And I said, "Yeah." And he voluntarily devoted half his day to coming down and just explaining it.

Matt is a client of Instrumental Wealth, LLC and is not being compensated for sharing their opinion and experience with our firm. Matt's comments may not be representative of any other person's experience with the firm and other clients can experience different results.

I tell people, "Don't wait 2 to 5 years or 10 years. The minute you wanna get into a sound financial plan for your future, that's when you should go to Instrumental Wealth." We don't look back, but had we done that maybe 5 years sooner, we would be in a different place.  Quite honestly,  One of the most confusing things about retirement is the transition from having health insurance to moving to Medicare.  We spent a lot of time studying Medicare provisions and plans and it's very challenging. I don't know how most people do it, but Instrumental Wealth has a consultant that will walk you through it, look at the medications you're taking, look at what your dental needs or vision needs are. And that's probably the greatest reassurance we have is that we have transitioned to a healthcare plan that we can afford and that we can use through the rest of our life.

Renee is a client of Instrumental Wealth, LLC and is not being compensated for sharing their opinion and experience with our firm. Renee's comments may not be representative of any other person's experience with the firm and other clients can experience different results.

Instrumental Wealth was frankly a huge help because they helped us think through a general plan  and evaluate our investments and financial resources to see if it was going to be sufficient for our future. And helped us feel good about what we had done in preparing and helped us to feel more comfortable with the fact that we can probably go ahead and enjoy life a little bit. We got an overall good feeling about our finances we had available, and I think we felt better knowing that the finances could be invested and managed and carefully looked after. I think it was very reassuring that we didn't have to do it all. We appreciated having their capabilities and abilities to help to manage our portfolio and help to get us through the years ahead.

Ron is a client of Instrumental Wealth, LLC and is not being compensated for sharing their opinion and experience with our firm. Ron's comments may not be representative of any other person's experience with the firm and other clients can experience different results.

Above all, they're just good people, people that I would, you know, hang out with in a just a routine setting, not only in this type of a financial planning setting. So they've made things extremely easy for us, in this complex path that we're taking right now, and we feel better set up for our later years in our retirement based off of Instrumental Wealth.

David is a client of Instrumental Wealth, LLC and is not being compensated for sharing their opinion and experience with our firm. David's comments may not be representative of any other person's experience with the firm and other clients can experience different results.

I feel like I'm part of the family with Instrumental Wealth. From communications,  all sorts, the emails, the phone calls, the follow-ups, to the squeaky wheel to make sure I'm doing what I need to be doing. And then you come for the visits here at the office. It's very welcoming and comfortable and you can tell that they're out for your best interests, and I see that.

This is a client of Instrumental Wealth, LLC and is not being compensated for sharing their opinion and experience with our firm. His comments may not be representative of any other person's experience with the firm and other clients can experience different results.

To a future business owner that might be selling a business and thinking of going with Instrumental Wealth, trust them. They know how to do their job, and they will take care of your needs and you will be enjoying your retirement for many years to come.   The principal at Instrumental Wealth gave me an idea how to structure a sale and have it a win-win. It's great relief because I don't like the minutiae, I don't like dealing with the details, and I don't have to do that with Instrumental Wealth. It's such a comfortable feeling. I don't give my finances a second thought. A lot of people could not do that, don't have the faith, don't have the trust, and all I know is there's enough there that if there's a little mistake somewhere along the way, I will still be very fine and so will my heirs for generations be very fine. So I'm grateful for Instrumental Wealth.

Rori is a client of Instrumental Wealth, LLC and is not being compensated for sharing their opinion and experience with our firm. Rori's comments may not be representative of any other person's experience with the firm and other clients can experience different results.