Range has been a welcome addition to our financial planning. As I have no formal financial education, we sought professional help once our net worth exceeded $500,000. We specifically wanted a flat, predictable, and transparent fee for a financial team with no conflicts of interest or long term commitments. Range proved to be just that. Range provided advice to immediately increase investment allocation efficiency within our IRAs and 401(k)s. They also advised on debt payoff and savings account strategies. We quickly set up brokerage accounts through their partner custodian, Altruist. Despite its user interface simplicity, Altruist has proved functional and efficient, with accounts set up and transfers initiated the same day. Range’s managed brokerage account, Individual Retirement Account, and High Yield cash account that rivals most high-yield savings accounts are attractive for long-term investing. From an efficiency standpoint, Range helped us identify areas of over-insurance, saving us unnecessary premiums, and advised on areas where more insurance was needed to protect our financial future. Range’s financial data aggregator has totally changed our financial management. Previously, we used Mint.com and a spreadsheet, but Range’s user-friendly interface connects with every financial institution, providing a comprehensive view of our finances in real time. Budgeting, cash planning, and transaction management tools are invaluable. I’ve even identified fraudulent transactions before my financial institution flagged them.Range also offers expert financial advice. They’ve guided us in purchasing a second property, a new vehicle, cryptocurrency, and private equity funds. The team provides considerations to help us make informed decisions.However, Range’s service isn’t for those seeking a completely hands-off approach. It’s a collaborative space where clients are involved in education, decision-making, and executing their financial future.Range’s comprehensive service has grown with our financial complexity over the past two years. We recently upgraded to the Platinum service for strategic tax planning, filing, and trust/wills setup. My wife and I highly recommend Range based on our experience since June 2023 and will continue as happy customers for the foreseeable future.
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