Excellent Team and knowledgable staff across the board. Before meeting with the Yellowbrick Financial team I had been working with a well known financial institution for the past13 years.Who knew what I had learned through out the years was just the tip of the iceberg for true finically literacy understanding.I thought I had it all "figured out". When meeting with the Yellow Brick advisors I quickly found that I was missing some major components to my portfolio.I was worried and felt a huge pressure to catch up.I was grateful to know that I still had time and the opportunity to get on track to ware I needed to be to retire and build a legacy for my family. Prior to finding Yellow brick ,my habit was to save put away, save and continue to put away but never really know how to make it grow without putting my money into some crazy CD term with a rate that doesn't consider inflation at any point.Now my money is working for me, while having protection on my retirement, all while building a legacy for my loved one's.The team at Yellowbrick put my mind at ease and ensured I was able to accurately understand my financial plan.I am grateful for the education and guidance throughout this process.Thank you again for all your support.
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