Jeffrey Vanover's email footer includes:
"Ask me how the Confident Retirement® approach can help you meet your future with confidence."
He has left me anything but confident. We had a good plan worked out but he switched it on me. Now I'm retired and find that my foundation account had been changed to over 77% high-risk items from the muni bond funds we agreed on. He gave me a 31% loss in two months on a high-risk oil stock.
What he had done was schedule a lunch meeting with me, show up half an hour late, and ask me to sign some forms. Being in a hurry to get back to the office (I worked for a few more months) I foolishly trusted him when he said it was just an internal thing to give him more freedom in managing the account. As I drove off I thought it was funny he hadn't given me a copy. But certainly I could trust Jeffrey.
That cost me $4,300 last year and this year probably more.
I would advise anyone to steer clear of him.