Barry Drager

My wife and I have been working with Carlos Henriques from AdviceOne for 3 years. He has helped us methodically inventory our current financial position and model our earnings stream and savings into the future. He also worked with us to start considering the lifestyle we want to have in retirement and the finances necessary to support that lifestyle. This has provided us with an assessment of our path toward eventual retirement. This path is now built upon a solid foundation that we are confident we can achieve for a comfortable retirement we can enjoy.