How do I find a trustworthy financial advisor in the Detroit area?

Dale Waltman found a trustworthy advisor by seeking a referral from his accountant, who recommended Dan Casey of Panic Proof Retirement without hesitation. After attending a seminar and a one-on-one meeting, Dale felt he was in 'good hands' due to Dan's approachable and knowledgeable nature.

Will a financial advisor take the time to answer all my retirement questions?

According to Dale Waltman, Dan Casey is highly accessible and does not rush his clients; one scheduled half-hour meeting ran over an hour because Dan was genuinely interested in the planning process. Dale encourages new clients to bring a list of questions, as Dan takes the time to address every concern.

How can I understand complex topics like Social Security and Medicare?

Dale Waltman recommends the book authored by Dan Casey, which breaks down Social Security and Medicare into easy-to-read, informative sections. He found this resource extremely helpful for becoming acclimated to that phase of life and knowing what to expect.

Will my pension and 401k be enough to live on during retirement?

Cynthia Parker felt her estimated pension and 401k amounts were insufficient to maintain her lifestyle. She turned to Tax Lien Wealth Builders to create a stable source of additional income to protect her retirement savings.

Is tax lien investing too difficult for someone with no experience?

Cynthia admitted she had no prior knowledge that this field existed. However, through coaching sessions, she learned how to look for deeds and check if properties have pending issues, giving her the confidence to move forward.

What kind of support does Tax Lien Wealth Builders provide?

Cynthia describes the support as 'very great,' specifically highlighting the one-on-one sessions where she learned the technical aspects of property selection and lien verification.

Is retirement planning worth it?

40 people answered this on the record, across 13 organisations. The change they described most often was more confidence in the decision — 9 of 40 raised it unprompted. 7 described clearer systems and processes. The timeframe described most often was over a year. Each figure is a count of what someone said in a recorded interview.

Based on interviews recorded up to 2026-09-10. Updated as new interviews arrive.

What the answers had in common

Counts of interviews where the person described this in their own words.

Outcomes described by people answering: Is retirement planning worth it?
What changed	Interviews	Share
Confidence	9 of 40	23%
Better systems	7 of 40	18%
More clients	7 of 40	18%
Family & relationships	6 of 40	15%
Felt supported	6 of 40	15%
Mood & stress	4 of 40	10%

“And then our conversations with Dan, uh, being able to, you know, gain some confidence in who he is and what he does.”Michael A Mark
“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
“And then the other part is just the... picking the property If you're sitting on the fence, my recommendation to you would be don't give up, just try, be patient, My pain point before I started this journey was just o…”UTL-Cynthia Parker
“My wife and I were there, and he showed us both what was going on and what we needed to do and how he could help us build it better.”Donald & Marilyn Cherry

How long it took them

2 – 6 months · 1
Over a year · 2

The interviews behind this answer

What they doubted first

“He-- and when I asked him r- regarding a referral, without hesitation, he recommended Dan Casey of Panic Proof Retirement.”DALE J WALTMAN
“I live in Ottawa, Ontario, Canada, and I was retired before I joined the team of Infinitalo five years ago.”Esmerelda
“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

Follow-up questions they answered

How do I find a trustworthy financial advisor in the Detroit area?: Dale Waltman found a trustworthy advisor by seeking a referral from his accountant, who recommended Dan Casey of Panic Proof Retirement without hesitation. After attending a seminar and a one-on-one meeting, Dale felt he was in 'good hands' due to Dan's approachable and knowledgeable nature. — DALE J WALTMAN
Will a financial advisor take the time to answer all my retirement questions?: According to Dale Waltman, Dan Casey is highly accessible and does not rush his clients; one scheduled half-hour meeting ran over an hour because Dan was genuinely interested in the planning process. Dale encourages new clients to bring a list of questions, as Dan takes the time to address every concern. — DALE J WALTMAN
How can I understand complex topics like Social Security and Medicare?: Dale Waltman recommends the book authored by Dan Casey, which breaks down Social Security and Medicare into easy-to-read, informative sections. He found this resource extremely helpful for becoming acclimated to that phase of life and knowing what to expect. — DALE J WALTMAN
Will my pension and 401k be enough to live on during retirement?: Cynthia Parker felt her estimated pension and 401k amounts were insufficient to maintain her lifestyle. She turned to Tax Lien Wealth Builders to create a stable source of additional income to protect her retirement savings. — UTL-Cynthia Parker
Is tax lien investing too difficult for someone with no experience?: Cynthia admitted she had no prior knowledge that this field existed. However, through coaching sessions, she learned how to look for deeds and check if properties have pending issues, giving her the confidence to move forward. — UTL-Cynthia Parker
What kind of support does Tax Lien Wealth Builders provide?: Cynthia describes the support as 'very great,' specifically highlighting the one-on-one sessions where she learned the technical aspects of property selection and lien verification. — UTL-Cynthia Parker

Is retirement planning worth it?

What the answers had in common

How long it took them

The interviews behind this answer

What they doubted first

Follow-up questions they answered

Where these people were

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