ShareOne ReviewsDo you really need a financial planner for retirement?
40 people answered this on the record, across 16 organisations. more confidence in the decision was the most commonly volunteered theme, appearing in 7 interviews. better family or relationship life was another volunteered theme, appearing in 6 interviews. The timeframe described most often was over a year. These were open-ended interviews, so an unmentioned change should not be read as a result that did not happen.
Based on interviews recorded up to 2026-08-05. Updated as new interviews arrive.
Changes customers chose to talk about
Based on 40 open-ended customer interviews. These are themes people mentioned without being asked to rate every possible outcome. If someone did not mention a change, that does not mean it did not happen.
| Volunteered theme | Interview mentions |
|---|---|
| Confidence | 7 |
| Family & relationships | 6 |
| Revenue growth | 5 |
| Better systems | 5 |
| Mood & stress | 4 |
| More clients | 2 |
- “You know, going through a few different seminars, I could gauge people on how I feel speaking with them and with Dan, with that connection I made with him right away, it was more of a trust thing with him, I would say.”David Coldicott
- “Couldn't ask for a better experience when it comes to helping your family.”Marcus D Milsap
- “The sales team at our business before using Stanislav to help us was not very transparent with what they were working on and he helped us to get that transparency we need.”Gerri DeRubeis
- “We were getting close to retirement at that time and didn't wanna take big risks, and Dan helped us through that process.”Michael Kennedy
How long it took them
- 2 – 6 months · 1
- Over a year · 3
The interviews behind this answer
WatchMarketing Director Consolidates Multiple 401(k)s and Simplifies Retirement Planning for GrowthBrian Evans, a marketing director, partnered with Panic Proof Retirement to consolidate lingering 401(k)s into a single, managed plan. By working with Dan Casey, Evans achieved a major financial milestone and gained the confidence to potentially retire within…Brian Evans · Panic proof retirement
WatchOpened retirement account at age 17 and achieved lifelong financial securityAndrew Pugliese credits Free Yourself for providing the fundamentals to open a retirement account at age 17. Now 36 and working in HR, Andrew reports he is financially secure, has avoided credit card debt, and does not worry about money. He emphasizes that th…Andrew · Free Yourself
WatchTripled Confidence in Next Generation Leadership Planning and Sales TransparencyGerri DeRubeis of Rising Oak Advisory reports that working with Stanislav tripled their confidence in planning and coaching next-generation millennial leadership. The engagement successfully resolved issues regarding sales team transparency and provided cruci…Gerri DeRubeis · Rising Oak Advisory
WatchSafe Real Estate Bond Investing with Daily Interest and Instant LiquidityRoopa Kohli found Compound Real Estate Bonds to be a safe, simple alternative to the stock market. By investing in these bonds, she earns a fixed amount of interest that accumulates daily and is paid monthly. Kohli reports that withdrawing funds is as easy as…Roopa Kohli* · Compound Real Estate Holdings
WatchEngineer Purchases First Tax Lien Within Four Weeks of Private CoachingHernan Medina achieved rapid success with Tax Lien Wealth Builders, purchasing his first tax lien just four weeks after beginning his private coaching. An engineer from Los Angeles, Medina highlighted the recorded coaching sessions and expert guidance as the…Hernan · Tax Lien Wealth Builders
WatchAffordable Supplemental Insurance Coverage Tailored to Family Needs and BudgetMarcus Milsap recommends Simple Solutions Financial Services for providing personalized, affordable supplemental insurance. As a fire department lieutenant with existing coverage, Milsap worked with John to identify specific gaps. The result was a custom poli…Marcus D Milsap · Simple Solutions Financial Services, LLC
WatchRetired Grandmother Finds Financial Freedom and Joy as an InfiniteAloe Brand RepresentativeEsmerelda Rodriguez, a retiree in Ottawa, joined InfiniteAloe five years ago and transformed her retirement into a rewarding career. She reports generating extra income to fund her grandchildren's education while enjoying the flexibility to travel internation…Esmerelda · Infinite Aloe
WatchEvolving from Private Practice to Founder with Strategic Thought PartnershipKevin Salazar, founder of a financial planning firm, credits Darren Frank of Anima Strategy with being instrumental in his transition from private practice to business owner. Salazar achieved a successful launch and sustained growth over five years by impleme…Kevin A Salazar · Darren Frank
WatchAaron Berman Successfully Bought and Sold a Dayton Home with Financial BonusesAaron Berman worked with Don & Cyndi Shurts of Keller Williams to buy and sell a home in Dayton, Ohio. Berman reported that the team provided honest, educational advice that helped them narrow down their search and eventually sell their home quickly with a 'n…Aaron Berman · Don & Cyndi Shurts - Keller Williams
What they doubted first
- “Brian Evans admitted he is inherently skeptical of people's motivations, but built trust with Dan Casey through consistent check-ins and recommendations that led to more meaningful returns than his previous accounts.”Brian Evans
- “Initially, I think there would be hesitation with anyone because it's something new. They're offering an amazing interest rate. But it was such an easy concept to understand. I had a few friends who had made some investments and we sat down and we talked abou…”Roopa Kohli*
- “The reason why I almost didn't join the United Tax Lien is because of the heavy investment.”Hernan
Follow-up questions they answered
- How can I trust a financial advisor if I am inherently skeptical?
- Brian Evans admitted he is inherently skeptical of people's motivations, but built trust with Dan Casey through consistent check-ins and recommendations that led to more meaningful returns than his previous accounts. — Brian Evans
- What is the benefit of consolidating multiple old 401(k) plans?
- Evans wanted to consolidate his 'trail of lingering 401(k)s' to ensure wealth wasn't lost or forgotten and to have all his 'ducks in a row' for retirement under one trusted planner. — Brian Evans
- How does Panic Proof Retirement handle market volatility?
- According to Brian, Dan Casey anticipated economic uncertainty and positioned his assets to minimize hits during bad times in the market, allowing Brian to ignore the news and only check his monthly statements. — Brian Evans
- Is it too early for a teenager to start a retirement account?
- Andrew initially believed he wouldn't need a retirement account until his 30s or 40s. However, after taking the course, he opened his account at 17, which he credits for his current financial security at age 36. — Andrew
- Can basic financial fundamentals prevent debt?
- Yes, Andrew states that by following the basic fundamentals learned in the course, he has never found himself in credit card debt or with an upside-down mortgage. — Andrew
- How much money do you need to start investing?
- Andrew recommends that students start by throwing just a few dollars in an investment account a month, noting that this is how he started and eventually built up his portfolio. — Andrew
Where these people were
- Panic proof retirement · 15
- Tax Lien Wealth Builders · 7
- Free Yourself · 3
- Compound Real Estate Holdings · 2
- Living Light · 2
- Rising Oak Advisory · 1
- Simple Solutions Financial Services, LLC · 1
- Infinite Aloe · 1
- Darren Frank · 1
- Don & Cyndi Shurts - Keller Williams · 1
- Thrive Academy · 1
- Mortgage Professional Associates · 1