Client Testimonials We are currently accepting new clients and introductions on a limited basis, as our Client Community is designed to accommodate a maximum of 120 households. This allows us to prioritize a boutique, concierge, high-quality service, responsiveness, and ensure utmost client satisfaction.We pride ourselves on maintaining a 100% Client Community retention rate. “Team Exner has played a critical role in our family’s total financial health for the past 8 years. And we look forward to many more! Why? 1. They genuinely care about us and our overall financial welfare — our relationship is not just about savings, investment accounts, or insurance policies. 2. They’re pros on top of their game — they’re experts in the business and stay up to speed with the latest technologies. 3. They’re passionate about what they do and are always responsive — when we call, they haul. 4. And mostly, they’re fun to work with — it’s an enjoyable experience every time we meet. We couldn’t be more satisfied with John, Claudia and Team Exner!”RAY and ALICE P.Client since 2015Business OwnerThis statement is a testimonial by a client of the financial professional as of 6/20/2023. “We have been with John and his team for almost twenty years. During that time John has helped us transition from active-duty military to civil service, and finally into retirement. His team’s expertise and knowledge helped us optimize our TSP, IRA’s, and Roth conversions during our working years. As we progressed on our financial journey his team took a comprehensive approach of our financial picture, including estate planning, setting up a trust, inheritance assets, and insurance protection.John’s low-pressure demeanor, knowledge, and his presentations with multiple options helped us navigate the financial landscape.We are quick to sing the praises of our “financial guy” and many are now John’s clients.Financial planning is more than just saving money and John’s team addresses all facets to paint a comprehensive financial picture.”BOB and BARB D.Client since 2004RetirementThis statement is a testimonial by a client of the financial professional as of 5/25/2023. “John speaks our language. When we needed to make decisions about our benefits when transitioning from Active Duty to civil work force, John provided the necessary education that allowed us to make informed decisions about military benefits. The Total Financial Picture Team is easy to work with and responsive. They make us feel that we are the only customer when we reach out for a question or service-related request.”TOM and LAUREN B.Client since 2022Career TransitionThis statement is a testimonial by a client of the financial professional as of 4/24/2023. “John understands the markets. I trust him to do the best with my money, so I don’t have to worry about it. John is engaged, I don’t feel like just another a client. He has personally designed my portfolio based on my goals and desires. After each meeting, I’m sent an action plan detailing things discussed, and decisions made on any changes to my portfolio. Plus, a progress meeting report is written for my review.”TRACY J.Client since 2011Pre-RetirementThis statement is a testimonial by a client of the financial professional as of 4/27/2023. “It’s comforting to know that we can depend on John and the team - they are always just a phone call away. We count on them to provide guidance, counsel, and expertise. We've trusted John and his team for nearly 19 years, they've become like family to us.”STEVE and TERRI W.Client since 2004RetirementThis statement is a testimonial by a client of the financial professional as of 4/26/2023. “We are confident that John and his team know what they are doing, so we don’t have to worry. We trust them. We know enough to know that we cannot do this all by ourselves. They have helped us to put all the pieces together. We know that when we call, we will get the advice we need to make good choices.”KEITH M./TAMARA P.Client since 2020Career TransitionThis statement is a testimonial by a client of the financial professional as of 5/28/2023. “One of the reasons we chose John and the Exner Team was recommendations from friends and colleagues. John's approach takes into account our desires and risk tolerance. He doesn't push products or strategies we are not comfortable with. John gives straight answers and does a great job explaining what the market is doing and how our investment strategy can be successful. The Exner Team has responded promptly every time we have reached out to them.”RICK AND CATHY S.Client since 2018Pre-RetirementThis statement is a testimonial by a client of the financial professional as of 6/21/2023. “We chose John and his team because they provide sound financial advice and help us work toward our financial goals. He and his team possess the skills and integrity to guide us to meet our current and future goals. His team provides a holistic approach to all facets of financial advising. All decisions rest with us, based on he and his team's advice. We stay with him and his team because we trust them! They provide sound and sage advice that has helped us achieve our financial goals for nearly 14 years and counting.”ROD and JOHANNA B.Client since 2009Federal EmployeeThis statement is a testimonial by a client of the financial professional as of 5/19/2023. “As long-time clients, since 2005, we relied on John and his team to guide us from learning how to budget and save, to investing wisely in order to meet life’s challenges, to raising and getting our two boys through college, to now finally being able to enter our retirement phase confidently knowing that we are prepared for the future. When we had questions or concerns, John didn’t just give us advice, he listened to our concerns and spent the time necessary to educate us on the options and opportunities available to us and then let us decide what is best for our family. John’s comprehensive approach to our financial journey included investment strategies, college funding, estate planning, trusts, inheritance considerations and insurance that provides us with options that we could use for long-term care needs should that arise. We don’t consider John and Claudia our “financial planners” but rather a real and lasting part of our family. You make many decisions in your life; choosing John and Claudia to help us plan our life and our future is one of the best decisions we ever made.”LES and ROSY S.Client since 2005Life Planning and RetirementThis statement is a testimonial by a client of the financial professional as of 6/30/2023. “John and the Exner team listened and created a financial journey for us that included all the various financial tools to get us to our goals. For the last 13 years, from our time on active duty, through our military retirement and now during our post-military working years, they've supported us in making decisions as we prepare for our leisure years. The team is a well-oiled machine that seamlessly gets you and your finances on a path personally developed for you. They are just a phone call away to get reassurance &/or advice. In the end we knew what we wanted; John and his team helped us get what we needed! Thank you for helping us make some hard decisions in life and keeping us pointed in the right direction.”DAVE and ERIN M.Client since 2012Federal Employee/Pre-RetirementThis statement is a testimonial by a client of the financial professional as of 7/8/2023. “John came recommended from a friend, we interviewed him and began an 8-year (and counting) relationship. John and his team are professional, caring and have demonstrated repeatedly that they have our family’s best interests at heart. As our two children have entered into college and jobs of their own, they too work with John and his team. Giving our children their own financial competence and confidence is one of the most important things we can offer them as they prepare to make their own financial decisions. John is helping us do that in addition to ensuring we’re financially prepared to retire, when we’re ready.”HENRY and LINDA C.Client since 2015Senior ExecutiveThis statement is a testimonial by a client of the financial professional as of 7/8/2023. “Team Exner is absolutely incredible. Their responsiveness to inquiries and ability to handle any challenge thrown their way is commendable. They have effortlessly guided us through the entire process, patiently explaining each step along the way. We value and appreciate the Team’s commitment to closing the loop. Moreover, they have attentively listened to our concerns and devised a comprehensive strategy that will ensure a secure retirement for us. We are genuinely delighted with the exceptional level of service that the Exner Team has rendered to us.”MARIA CANTE and JOEL W.Client since 2023Federal EmployeeThis statement is a testimonial by a client of the financial professional as of 7/16/2023. JAMIE H.Client since 2004Business OwnerThis statement is a testimonial by a client of the financial professional as of 5/30/2023. “We learned about John Exner and Team from friends who were working with John and recommended him. We selected them to become our financial planners and advisors after they provided us with a personalized, detailed, and comprehensive financial plan. With their military service and experience, they understand the financial aspects of military life.”RAY and KAREN C.Client since 2018Federal EmployeeThis statement is a testimonial by a client of the financial professional as of 7/20/2023. Clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.