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When it comes to financial planning, finding a trustworthy and effective partner can be as daunting as it is crucial. Lyle Karasiuk, a client of DO Wealth, shares his journey from financial uncertainty to stability and growth.
Lyle was in search of a financial planner after negative experiences with another planner. His goals were simple: growth in his portfolio, an uncomplicated view of funds, and get to out of his bad situation quick, simple, and easy.
In their first meeting, Lyle felt a sense of relief. Sharing “the ‘ladies’ laid out a plan, calmed my fears, and put me on a path to growth.”
Their approach was simple and client-focused, a refreshing change from the convoluted strategies and hidden fees he had experienced with other planners. “I know exactly where my money is. The fees I pay are WAY less than the other guy,” he says.
The transition to DO Wealth was smooth and painless. “For me, it couldn’t have been easier. My first year we reached our growth expectations and we continue to grow!” Lyle exclaims.
This success story is a testament to DO Wealth’s commitment to helping their clients achieve their financial goals.
Lyle also appreciates the personalized service he receives from DO Wealth. “Warm, friendly, I even get personalized thank you cards,” he says. More importantly it is the accessibility. Lyle’s mother—who struggles with navigating these sites—receives a monthly report via email from Michelle, a team member at DO Wealth. This level of personalized service is just one of the many ways DO Wealth goes above and beyond for their clients.
Since becoming a client, Lyle’s financial stability and wealth management strategy have significantly improved. “I sleep at night! I don’t worry nearly as much. I know where my funds are all the time!” he says. This peace of mind is a priceless benefit of his partnership with DO Wealth.
When asked if he would recommend DO Wealth to a friend or family member, Lyle didn’t hesitate. “You want straight answers, you want to make more than just a few dollars – you want to know where your money is then go visit the ‘ladies’ at DO Wealth. You’ll get a better rate of return, be treated fairly, be informed and appreciated, and you’ll make more money with way less hassle,” he advises.
Lyle’s journey with DO Wealth is a testament to a deep commitment to client satisfaction, transparency, and financial growth. His story is an example of the peace of mind everyone should have with their financial security. It’s a reminder that in the world of financial planning, finding a trustworthy and effective partner is crucial. For Lyle, that partner is DO Wealth.
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