ShareOne ReviewsIs a retirement advisor worth the cost?
40 people answered this on the record, across 18 organisations. more confidence in the decision was the most commonly volunteered theme, appearing in 8 interviews. clearer systems and processes was another volunteered theme, appearing in 7 interviews. The timeframe described most often was 2 – 6 months. 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 2026-09-29. 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 | 8 |
| Better systems | 7 |
| More clients | 7 |
| Revenue growth | 6 |
| Family & relationships | 4 |
| Mood & stress | 4 |
- “I was looking for an expert, looking for somebody I could trust, I guess, more than anything.”Randall & Linda Hachenski
- “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
- “We have to have real clients that have experienced your transformation for us to be able to interview.”Curt Maly
- “And each session built on what we had done previously, and it just... i can't say enough good things about her. you know I feel like I'm going to be able to replace a substantial income by doing this and, you know, do…”John Carter
How long it took them
- 2 – 6 months · 1
- Over a year · 1
The interviews behind this answer
WatchSecuring Retirement Income and Long-Term Protection for Spouses Through Expert GuidanceRandall Hachenski recommends Panic Proof Retirement for their logical, expert approach to income protection. As a retired engineer, Hachenski sought a trustworthy advisor to ensure his wife's financial security. He reports that the firm provided seamless comm…Randall & Linda Hachenski · Panic proof retirement
WatchApril Kerlew Secures Legacy and Avoids $10,000 Probate Costs for Her ChildrenApril Kerlew reviewed Elliott Feldman Law Group, highlighting how the firm helped her avoid potential probate costs exceeding $10,000. By attending an educational webinar, she transitioned from uncertainty about trusts to completing a comprehensive estate pla…April Kerlew · Elliott Feldman Law Group
WatchRetired Salesperson Replaces Substantial Income Through Tax Deed Investing EducationJohn Carter, a retired software salesperson, credits Tax Lien Wealth Builders with providing the tools and coaching necessary to replace a substantial professional income. After four months, Carter reports that the program's software and personalized coaching…John Carter · Tax Lien Wealth Builders
WatchDeveloped a Sophisticated Financial Model to Scale a 42-Year-Old Family BusinessSteve McKay of Rising Oak Advisory reports that the firm transformed his 42-year-old family business by implementing essential financial systems. The primary outcome was the development of a sophisticated financial model that allowed the company to understand…Steve McKay · Rising Oak Advisory
WatchTransformed a 100-year-old property into a safe, renovated retirement dream homeShelly Jumper hired Mathew Joseph of RSH Engineering to evaluate an inherited 100-year-old property in Dallas. Mathew delivered a 'night and day' difference over standard inspectors by identifying hidden knob-and-tube wiring and structural issues. His enginee…Shelly Jumper · Mathew Joseph
WatchSeth Acosta Uses PerfectGift.com to Send Personalized Gifts Across State Lines EffortlesslySeth Acosta uses PerfectGift.com to send personalized gift cards to loved ones across the country. By switching from physical stores to this digital platform, he eliminated travel and long lines. Acosta highlights the ability to send versatile Visa cards or s…Set Acosta · PerfectGift.com
WatchShare One Doubles Conversions and Cuts Ad Costs in Half via Human TestimonialsCurt Maly of Black Box Social Media reports that using Share One’s human-led video testimonials doubled conversions and cut ad costs in half for his clients. Maly emphasizes that in an era of 'AI slop,' Share One’s 42% success rate in capturing authentic cust…Curt Maly · Share One
WatchHomeowner Achieves Drastic Summer Bill Reductions and Steady Monthly PaymentsWycliff Rumble reviewed SpartanX, reporting that his utility bills dropped drastically during the summer months after installation. By choosing a contract with steady payments instead of a high-interest loan, he achieved financial predictability for his famil…Wycliff Rumble · SpartanX
WatchModernizing Orofacial Pain Practice with Sleek Motorized Chairs and Superior ValueMicah Donlon, owner of White Lavender Orofacial Pain, Headache, and Sleep, chose Spa Source LLC to modernize her practice. By selecting the Moderno chair, she achieved a sleeker, more comfortable clinical environment at a significantly lower price point than…Micah Donlon · SPA SOURCE LLC
What they doubted first
- “April Kerlew noted that while she initially worried about the cost, learning that probate could exceed $10,000 made hiring the firm a 'no-brainer.' She found the firm's fees to be substantially less than the projected cost of probate her children would have f…”April Kerlew
- “Ella Webber (00:00) if you try to go into this on your own and figure it out, probably would cost more than the cost of the education in terms of finding your way around and buying the wrong things.”John Carter
- “The only hesitation I had with hiring Stanislav had to do with the fee structure. We just were not a very flush company with cash and didn't know if we could afford him and we decided to go for it anyway.”Steve McKay
Follow-up questions they answered
- How can I ensure my wife is financially protected if something happens to me?
- Randall Hachenski addressed this concern by working with Dan at Panic Proof Retirement, who specialized in spousal protection. Randall noted that the firm's specific resources, like Dan's book and 'casserole' analogy, provided a clear roadmap for his wife to follow during difficult times. — Randall & Linda Hachenski
- Is the retirement planning process at Panic Proof Retirement high-pressure?
- According to Randall Hachenski, there was 'no pushy stuff' during the advisory process. As an engineer, he appreciated that the information and analysis provided were logical and focused on his specific needs rather than sales tactics. — Randall & Linda Hachenski
- How often does Panic Proof Retirement communicate with clients?
- Randall Hachenski mentions that they have established regular meetings at least once a year. Additionally, he notes that phone calls during the year have been seamless whenever he has a question that needs answering. — Randall & Linda Hachenski
- Is estate planning expensive compared to the cost of probate?
- April Kerlew noted that while she initially worried about the cost, learning that probate could exceed $10,000 made hiring the firm a 'no-brainer.' She found the firm's fees to be substantially less than the projected cost of probate her children would have faced. — April Kerlew
- What is the benefit of attending an estate planning workshop?
- April found the workshop to be an essential educational tool that explained the risks of probate and the mechanics of trusts. She stated it provided the 'aha moment' needed to move forward without feeling obligated to sign immediately. — April Kerlew
- How difficult is the process of setting up a trust?
- April described the process with Elliott Feldman Law Group as 'idiot proof.' The team walked her through every step, providing the specific language and forms needed to update her bank accounts and insurance policies. — April Kerlew