- We Appreciate the Partnership!
“Joining the Mirus team is the smartest financial move we have ever made. Even before we were clients, the team took more time than we expected to truly understand how we want to live our lives. They understand what is important to us, guide and educate us through our financial decisions which will enable us to live our best lives!
Extremely communicative, accessible, efficient and easy to work with. We feel supported and prepared for the rest of our lives and the financial legacy we will leave behind. They are our partners and a very important resource for our family which we very much appreciate.”
S.F. & T.Q.
*Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success. - Trusted Advisors
“We have enjoyed our personalized client relationship with Mirus Planning since 2010, after two not so positive big brokerage experiences.
Chad, Kyle and Maily have always been professional, engaging and quick to follow up, while providing intelligent solid advice in the management of our portfolio.
We are very happy clients!”
K.B. & D.B.
*Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success. - Savvy Financial Advisors With Heart
“This is the short and sweet version for how I’d describe our experience with the Mirus team so far. From day one, Chad and Kyle have demonstrated a well-balanced approach to helping us manage our money and plan for our future, because they recognize how deeply personal and individual these kinds of goals can be.
They have the knowledge and skills to grow your portfolio, but they also recognize that life is unpredictable and doesn’t necessarily map out perfectly on an x-y plane. Instead of painting a falsely rosy picture with indecipherable jargon, they have helped us make the kinds of investments that have us feeling more secure about our future than ever before.
I also love their communication style. My skillset as an artist and an educator feels about as far from finance as one can get, but Chad and Kyle’s method of organizing investments into “buckets” of risk have helped me make sense of it all. And not just me, but also my scientist and engineer husband who prefers to dig into the data and likes to see the numbers.
They have helped us plan for some of our outside-the-box goals and continue to be an amazing resource when life throws curve balls our way. Again, in short: We trust them, and they care.”
B.N. & J.H.
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
The Cycle of Investing
Perception vs. Reality
