Reviews of Inukshuk Investments (Financial Consultant)

Laura Bracken

I've been looking quite a while for an trustworthy financial advisor who would put my interests first, whose paycheck didn't depend on what funds I chose or what stocks I traded. My husband and I also need to make the transition into retirement, moving from a very aggressive equities portfolio into something less risky. I had ideas of what to do but I was paralyzed, struggling to make the decisions. Geoff helped us go through the process of creating a budget, projecting our expenses during retirement, putting together a financial plan, and adjusting our investments into a less aggressive mix. We did a lot of this by email and then had two face to face meetings in Missoula (where my daughter lives). We paid him a reasonable amount for the advice and expertise, not for doing trades, and will pay more to meet with him as needed, probably every six months right now. This has been such a positive experience, really lifting a burden of worry. Of course, neither Geoff nor anyone can predict future returns or illnesses that can disrupt any financial plan but we feel like we're moving forward on a well reasoned path, working with an advisor who took the time to understand our goals, priorities, and tolerance for risk.

Cheryl Fisher

My husband and I have been working with Geoff for several years now. We check in with him about every year or every other year with our financial information. He has helped us come up with a clear path to retirement by assessing all of our 401K and Roth accounts, our mortgage, and helping us paint a realistic picture of what our retirement expenses might be, based on our expenses today. It's really helpful to write it all out and understand what we need to be saving. We're in our late 30's and while I know we have plenty of time, it's comforting to know we're in a good place. He's given us good advice over the years, and we've taken it and seen our retirement picture become more rosy as a result. Obviously nobody knows what the future holds, but it's comforting to know we're taking the steps to prepare ourselves as best we can. Geoff has a wonderful personality and we find him extremely knowledgeable and friendly. He knows his stuff. I'd recommend him to anyone who wants an honest assessment of where they stand with their retirement preparation, as well as people who want to learn more about what they should be doing to improve their situation.

Scott Meyer

Geoff is a professional that is a true pleasure to work with. He has the financial acumen you need, but most importantly, has the bedside manner that is helpful and builds trust. I can highly recommend working with Geoff.