Streamline Financial Services

"As a physician planning for retirement, I had diligently saved throughout my career and had taken advantage of many different hospital, group and individual plans to maximize savings. My last decade of earnings was increasing hard for me to keep track of the various products I had and how to keep the allocations straight in my head. Streamline helped me consolidate all these different buckets so it was much easier for me to understand. Also they were effective in eliminating some of the unintentional duplication of strategies I had in my portfolio. Previously much of our retirement was under management by a large regional bank management team, and the growth has done better with Streamline's management team without any increase in Beta. Biannual performance reviews are very helpful to us in reviewing/remembering past decisions we've made, and what changes if any we might consider. The office staff has been great at communicating and efficient in follow thru on portfolio actions. Having financial managers that understand our desire for generous use of what God has blessed us with, is in itself a blessing and has helped amplify what we are able to share."

"I have been a client of Streamline's for the past 25 years, basically since the beginning of my retirement saving process. Though a small fish in a huge pond, the team at Streamline over the years has been absolutely wonderful. Always willing to answer my questions, assist with the things I need help with. They even reach out to me to see how I am doing. Tim, Dave, Matt and the team are top notch. All of this was reinforced during a recent visit I made to their offices. The first in several years. A beautiful and welcoming place, and Matt took great care of us during our time there. I certainly felt that our desires were heard, and suggestion were made for how we could move forward with our retirement planning. I would highly recommend Streamline to anyone looking for a Wealth Advisor or Financial planning company."

"The team at Streamline is X-Streamly helpful in providing us security for and understanding of our investments. Not only are they awesome people they are X-Streamly knowledgeable and certifiably credible. We are so blessed to have Streamline watch over our investments and keep us up to date on where we stand in preparing for retirement. Thank you Streamline (Dave and Tim and team) for all your help. Michael and Louise"

"My wife and I are very happy we found Streamline Financial. We found the team, and our personal advisor, Sean, to be easy to work with and knowledgeable about wealth management and related tax issues. In addition, they take the concept "fiduciary responsibility" seriously, and we have always felt that they have our family's best interests at heart."

"My wife and I have been client's for many years, we've been apart of their amazing growth. We've received great advice from a very caring and responsible staff, we couldn't be happier with the the personal service and expert advice throughout all these years. Our son and daughter-in-law are clients as well."