I am approaching retirement and was overwhelmed by the various issues that can affect my financial wellness in retirement. I attended a retirement planning class taught by Ron & Brian of DeLegge Wealth Planning. It was extremely informative and touched on multiple aspects of retirement finances and how they are interrelated. It was all explained in ways that were easy to understand. If you have the opportunity, I would definitely recommend their classes or a one-on-one consultation.

I first met Ron DeLegge when I attended a two-part class held at Cal State San Marcos. As a recent retiree, I had wanted to obtain a comprehensive personal financial education to help me plan more wisely for my future. I learned a great deal from this class and was delighted to find that Ron is a great instructor who teaches at a level of understanding that works for me.I decided to meet with him for a personal review of my financial plan. Ron took the time to very thoroughly personalize my current state of finances and explained the different options he thought would best serve me in my future years.What I was looking for was an advisor who keeps up with trending industry developments and who is able to clearly communicate those issues. The most important thing to me is to feel a sense of trust that my advisor will put my interests over their own interests. I feel that sense of trust with Ron and am pleased with my current financial plan.