ShareOne ReviewsCustomer story · Panic proof retirement
Securing Retirement Growth to Fund International Travel and Family Visits
Gretchen Rosolik · Recorded 6/25/2026
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- Share One · June 25, 2026
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Individual results vary. This is one customer's first-hand account of their own experience, recorded on camera and published unedited. It is not medical advice, and nothing here is intended to diagnose, treat, cure, or prevent any condition. Talk to a qualified healthcare professional before making decisions about your health.
Gretchen Rosolik recommends Panic Proof Retirement for their honest, client-focused approach to investment growth. Working with Dan, she secured a personalized financial plan that fits her specific needs, even receiving assistance with complex IRS paperwork. This partnership provides the financial confidence she needs to travel to Germany and Europe to visit her children.
At a glance
- Primary Use Case
- Retirement income and investment growth
- Reported Result
- Confidence to travel internationally
- Support Received
- IRS paperwork assistance
“Dan looks for something that fits the person's needs. He is out for the needs of his client.”
“There was one time where I needed some help with some paperwork for IRS, and Dan helped me with that, which was very nice.”
“I'd say give him a chance to show him what he can do for you, and I'm sure you'll be satisfied.”
The interview
Could you introduce yourself and your professional background?
My name is Gretchen Rosolik, and I retired from teaching and sales.
How did you first encounter Dan and Panic Proof Retirement?
A friend of mine had invited me to one of his meetings that he had, and that's how I met him.
What was your primary goal for your retirement funds?
I think the best thing for my money, to make it move forward and that would work for me.
How would you describe the service and character of the advisor?
He's a very honest, caring person, and Dan looks for something that fits the person's needs. He is out for the needs of his client.
Did the firm provide any assistance beyond basic investment advice?
There was one time where I needed some help with some paperwork for IRS, and Dan helped me with that, which was very nice. I felt good about it. You know, that he would steer me in the right direction with my investments, and we go from there.
What are your expectations for your financial future now?
Looks pretty good, and I'm looking forward to seeing it grow. I'd say give him a chance to show him what he can do for you, and I'm sure you'll be satisfied.
What does this financial security allow you to do in your personal life?
I have a daughter that lives in Germany and a son in another state, so I usually travel to Germany or meet my daughter somewhere else in Europe. So I'm looking forward to doing a little bit more of that while I still can.
Frequently asked
How does Panic Proof Retirement handle individual client needs?
According to Gretchen Rosolik, Dan looks for solutions that specifically fit the person's needs rather than a one-size-fits-all approach. She describes him as an honest, caring person who is truly out for the needs of his client.
Can Panic Proof Retirement help with tax-related paperwork?
Yes, Gretchen Rosolik noted that Dan helped her with specific paperwork for the IRS when she needed assistance. She felt good about this support, stating he steered her in the right direction.
Is Panic Proof Retirement a good fit for retired educators?
Gretchen Rosolik, a retired teacher, found the services beneficial for making her money move forward. She encourages others to give the firm a chance, expressing confidence that they will be satisfied with the results.
Full transcript
About Panic proof retirement
Panic proof retirement
Official site: panicproofretirement.comPanic Proof Retirement is an independent financial advisory firm specializing in retirement planning and income protection for individuals and families in Michigan. They focus on delivering tailored solutions that minimize fears of market downturns while securing a clear plan for retirement income. By providing honest and personalized guidance, they help clients like Gretchen Rosolik gain the confidence to pursue their retirement dreams, such as international travel.
- Industry
- Financial Services
Topics
- retirement planning
- financial services
- teacher
- investment growth
- travel funding
- personalized service
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How this story was recorded
How long did it take Gretchen Rosolik to record this Panic proof retirement testimonial?
Just a few minutes. Share One walks the customer through one question at a time, so Gretchen Rosolik never had to plan a script or re-shoot. The polished page you're reading was produced from that single take — see how it works at share.one.
Recorded and verified with Share One. Published as recorded — unpaid, unscripted, and attributed to a named person.
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