[iamhamm]

I was a happy Wealthfront & Turbotax user for a long time, but then my taxes got more complicated, I wanted to create a family bank using life insurance as a backer, do estate planning, I moved between states, needed to move IRAs around, and changed jobs recently. Those services were great when things were simple, but I totally got pushed into #1 really quickly. I already didn't want to click around in any tools and a bit of complexity quickly made hiring someone a great investment even if the fees are higher. I can schedule a call anytime I want, get very easy to interpret summaries of my portfolio, and he's helping me getting the right people to the table for a potential investment property purchase. Computers are great, but sometimes a human is good too.