What Others Are Saying

Jason Lenagh

Investment Advisor Representative

Enlightened Financial Planning

“As an advisor, it can be daunting with all the different products and software out there, trying to decide whether I need to lower fees or have the best-performing widget to earn business. When all I want to do is make a positive impact in people’s lives. Not just be a good salesman, but truly making an impact.”

“I grew up in the ‘fee-only’ world being told that the answer to every question is a portfolio of low-cost funds, and you are not a fiduciary if you use annuities or life insurance. The Portfolio Waterfall planning process has taught me that annuities, life insurance, investments are all critical pieces of a person’s financial puzzle. That money can effectively move through products which creates efficiencies that would not have otherwise existed.”

“Our job is to help people not run out of money and the Portfolio Waterfall provides replenishing income without selling shares. Not only that, but the simplicity of the process helps me explain concepts to clients without selling confusing illustrations, reducing fees, or using performance graphs.”

“I have seen my AUM, annuity sales, and life insurance business increase since implementing the process. But the coolest part about it is that I am actually helping people spend more with less while protecting them from running out of money!”

Ellen Good, MSW

Licensed Health & Life Insurance Broker

Ellen Good Insurance

“I have been an insurance broker specializing in Medicare since 2011. In recent years, I realized there was more I could be doing to help clients prepare for retirement and that I was also leaving a lot of money on the table by not helping in that capacity. I also realized I wasn’t going to master life insurance and annuities on top of keeping up with the constantly changing landscape of Medicare, so was looking for a financial advisor to partner with.

After a false start with one financial advisor, I was delighted to stumble onto The Gestalt Financial Group! It has been a game changer for me! I had, by far, my best year ever last year and just as importantly, I feel like we are making an important difference in clients’ retirements as well as their sense of security in retirement.

As much as anything, I appreciate the match of values with this group - doing what is right for the client and the willingness to work with people who aren’t anywhere close to being a “high net worth” individual. I have entrusted friends, relatives and clients to The Gestalt Group, and have not been disappointed.

I can’t recommend The Gestalt Group highly enough!"

Miguel Castaneda, ChFC

Investment Advisor Representative

Arrival Point Financial

“I thought I’d share my experience with you after attending Josh’s Portfolio Waterfall series. I’m part of a small local networking group. Up until two weeks ago, I had received only two small referrals from the group in the past year. But two weeks ago, it was my turn to do a 15-minute presentation to the group and I presented Josh’s Portfolio Waterfall slideshow. Mind you, I did not actually present the slides. I had them for reference and spoke through each of the points.”

“To say the group was under a spell would be an understatement. At first, I thought they were not getting it since there was a lot of silence, but as I proceeded, I realized they were in shock! As my time ran out, they would not let me leave the stage. Questions came one after another as they struggled to undo a lifetime of 'investment education.' That day, I received four referrals from the group: all of them for their own portfolios. Two of the four are about to move to Starlight [Portfolios]. One of them is from a LTC and life insurance producer with NW Mutual who is looking hard at getting this presented to NW Mutual. At the very least, he may have me manage some of his clients’ portfolios to create the cash flow for his insurance solutions.”