Testimonials
In my 23 years of helping wealthy oil & gas, business, corporate executive, commercial real estate clients, I have never encountered a more thorough, knowledgeable estate planning & asset protection professional than Dan Roeske and his team. Fortunate for our wealthy clients, Dan takes the time to gather the appropriate information and get’s to know the details of the client. Dan carefully listens to what the client wants to achieve. Finally, Dan & his team effectively recommends to the client a black and white scenario that accomplishes their family/business complex goals, and follows through to make sure the plan gets implemented with the other professionals - attorneys… And Dan’s team makes it easy on our staff to help and aide the implementation process for our most important clients. I recommend Dan and his team to every wealthy client in my practice.
Van Pearcy, MBA, RFC
Branch Manager & Financial Advisor,
Raymond James Financial Services, Inc.
As my high net-worth clients come through my door to discuss their financial situations and wishes, I find the need to tap resources that allow me to assist them in estate planning & asset protection. In my nearly 20 years of being a CPA and assisting these clients with tax preparation and estate tax return filings, I have not found anyone like TailorMade Financial. Their ideas and planning methods are phenomenal.
Dan Roeske and the group at TailorMade take a personal and unique approach to every client and related plan. Dan takes the time to get to know each client I have introduced to him. He directly addresses the issues of the client whether they need his services or not. I also feel extremely comfortable in the fact that he takes the “quarterback” approach and incorporates myself (the CPA), the clients’ attorney as well as financial planner/money manager to develop, implement and more importantly follow through with the plans he introduces to my clients.
I highly recommend Dan and TailorMade Financial to my wealthy clients to assist with their estate planning and asset protection needs.
David M. Ramirez, CPA
Partner
Teaman, Ramirez & Smith, Inc.
I wasn’t sure what to expect at the first client meeting at which I invited Dan and Jeff from TailorMade Financial. I’m sure we all feel a little apprehension allowing other professionals to sit in and even offer opinions to our best clients, hoping that those opinions tie in to recommendations, discussions and principles communicated over years of interaction. Let me say without hesitation that the people at TailorMade are absolute professionals. The level of knowledge they possess regarding estate planning matters in many instances surpasses that of the attorney sitting in the same room. They bring a new level of service to the relationship and in the end, the client views the advisor in a higher regard.
I have brought them into 8 separate client relationships. These are 8 of my best clients. In each meeting they add something of value even if it’s not an insurance sale. We have closed 2 insurance cases as of August 2011 with a couple more in the initial stages.
Raymond James has given us another great resource in TailorMade Financial.
Billy C. Peterson, CFP®
President, Peterson Wealth Services
Raymond James Financial Services, Inc.
TESTIMONIAL DISCLAIMER
Testimonials found on this site are examples of what we have done for other clients, and what some of our clients have said about us. However, we cannot guarantee the results in any case. Your results may vary and every situation is different. No compensation was provided for these testimonials.