Ideal Life Experience delivered a financial plan that, number one, was well-researched and presented. And number 2, the level of expertise comes in one fixed price, not a percentage of
the assets under management.
Working with Dean, in the last five years, we've been either at or slightly higher than any of the critical financial performance benchmarks we set.
In the past, we didn’t know what we were paying in fees. Today, we know exactly what we paid to achieve our returns. One key aspect we discovered is that it's about something other than trying to beat the market. It's about sound financial management and putting money to work through various circumstances.
Brent Dornian
Client since 2019