Mitch Carlson

The expertise of the team to navigate the RTX Gateway structure made the process much easier for us. The initial experience with our advisor and his team was a very in-depth assessment to develop a plan specific to our core values with their professional guidance and recommendations. They now actively manage our portfolio on an ongoing basis, and they are always available for any clarifications or questions we have. We have utilized their educational workshops and received help with everything from the process of actual retirement to estate planning, income tax planning, and now preparing my wife for retirement.