You are here:
- Home
- People/Relationships
- Retirement Planning
- Retirement Planning
- Willard R. Brumbaugh, LUTCF
Retirement Planning/Willard R. Brumbaugh, LUTCF
All Reviews from Users
Column Headings: K = Knowledgeability C = Clarity of Response T = Timeliness P = Politeness
N = Nominated for Expert of the Month
| Date | User | K | C | T | P | N | Comments |
|---|---|---|---|---|---|---|---|
| 2009-11-13 | Delano | 10 | 10 | 10 | 10 | Yes | |
| 2009-10-22 | Cary | 10 | 10 | 10 | 10 | No | Thanks for the fast response. If I have a question I will call. |
| 2009-10-21 | Jean | 10 | 10 | 10 | 10 | Yes | Thanks so much for the information. I now have some precise areas to explore further. At the very least, I have some more avenues to go down. I really appreciate your answer, more than you probably know. |
| 2009-10-14 | RJ | 10 | 10 | 10 | 10 | Yes | Thank you for your response. You've given me a new perspective on my situation. |
| 2009-10-12 | Cheryl | 10 | 10 | 10 | 10 | Yes | Thank you so much for the info. I am trying to evaluate & gather info because I am going to retire in about a year. I will have more ? for later. |
| 2009-10-07 | S | 10 | 10 | 10 | 10 | Yes | THANKS |
| 2009-10-02 | Lee | 10 | 10 | 10 | 10 | Yes | |
| 2009-09-30 | Lee | 10 | 10 | 10 | 10 | Yes | I so appreciate your response. Thank you :) |
| 2009-09-29 | loretta | 10 | 10 | 10 | 10 | No | |
| 2009-09-02 | Joana | 10 | 10 | 10 | 10 | Yes | This is the best and fastest site for information. Mr. Brumbaugh has always answered my questions with clarity to help me from preventing any errors in my retirement planning process. I have given this site to many of my friends and relatives since they see how happy I am with the results. Keep up the great work and I'm sure I will be asking more questions in the days to come. Thank you all for your wonderful insight and advice. Respectfully submitted, Joana. |
| 2009-08-31 | Carol | 10 | 10 | 10 | 10 | Yes | Thank you. Reverse mortgage out of the question. But you gave me something to think about. |
| 2009-08-29 | Jim | 10 | 10 | 10 | 10 | Yes | Really appreciate his response. It was very timely and the answer was clear.Thank you Mr. Brumbaugh. |
| 2009-08-15 | heather | 10 | 10 | 10 | 10 | Yes | Super Fast answer with additional advice- FANTASTIC!! |
| 2009-08-14 | Marvin Clayton | 10 | 10 | 10 | 10 | Yes | Thank you very much, and I sincerely appreciate the advice! You gave me some ideas that never occurred to me. I will follow-up on them. Thanks again. |
| 2009-07-28 | Lillian | 10 | 10 | 10 | 10 | No | |
| 2009-07-19 | Jerry | 10 | 10 | 10 | 10 | Yes | Excellent in all areas. |
| 2009-07-16 | Don McBride | 10 | 10 | 10 | 10 | Yes | |
| 2009-06-29 | Lucille | 10 | 10 | 10 | 10 | Yes | Very helpful and thorough in his assistance. Obviously very knowledgeable in the facts and human factors.Exceeded expectations. Excellent. |
| 2009-06-15 | Chris | 10 | 10 | 10 | 10 | Yes | Thanks |
| 2009-06-04 | Ed | 10 | 10 | 10 | 10 | No | This really helps. Thanks for the prompt response!!! |
| 2009-05-27 | Dale | 10 | 10 | 10 | 10 | Yes | I truly appreciate your prompt and clear response. It makes sense. We are following through with speaking to an local tax expert. Thank you for your kind service. Dale McCann |
| 2009-05-24 | gary | 10 | 10 | 10 | 10 | No | |
| 2009-05-10 | candy | 10 | 10 | 10 | 10 | No | The reply was very timely I was provided an insight I had not considered |
| 2009-04-23 | Jeanne | 10 | 10 | 10 | 10 | Yes | Very prompt reply, putting my mind at ease Many thanks ! |
| 2009-04-15 | Adele | 10 | 10 | 10 | 10 | Yes | I am so thrilled to have had someone to go to help me sort some things out. I have nightmares about the best way to help clients sometimes and want to do the very best I can for them |
| 2009-04-05 | ang | 10 | 10 | 10 | 10 | Yes | Appreciate the advice..Thankyou ! |
| 2009-04-01 | Bob | 10 | 10 | 10 | 10 | No | Much thanks for the prompt and very reassuring response. |
| 2009-03-21 | Dominick | 10 | 10 | 10 | 10 | No | Thank You |
| 2009-03-19 | Sheila | 10 | 10 | 10 | 10 | Yes | Very helpful and clearly stated answer! |
| 2009-03-19 | Shelly | 10 | 10 | 10 | 10 | Yes | Thanks so much for your help. |
Page: 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | Next
Answers by Expert:
Willard R. Brumbaugh, LUTCF
Expertise
I have answered many questions regarding 401ks, IRAs and annuities as well as life insurance. I have been counselling against most Qualified Plans since 1994.
Experience
Ranked in the top 5 in retirement catagories at Askme.com most of its last 2 1/2 years. Organizations I belong to:
National Association of Insurance and Financial Advisors-California
Inland Empire Estate Planning Council
Education/Credentials
Life Underwriters Training Council Fellow
©2009 About.com, a part of The New York Times Company. All rights reserved.