“I have been working with the Waxman Planning team for about 5 years now. I trust this team as they have always stepped up for me for both my personal insurance and business insurance needs. They have made a habit of not only meeting but exceeding my expectations. I genuinely believe that Waxman Planning has my best interests as their motivation in all of the work we have done together.”
Dr. Derek LaporteBachelors of Science (BSc.), Doctor of Veterinary Medicine (DVM) Owner/Operator, Lasalle Animal Clinic
“The Waxman Planning team played a vital role in helping us to secure a life insurance policy after we welcomed our first child. They were responsive, professional, and thorough. We ran into system issues on the insurer end, no fault of anyones, and to their credit, their persistence paid off, and we were able to secure the policy we wanted. They are friendly, accommodating, and easy to work with and we highly recommend them.”
Lindsay Preston and Edward YoungerExecutive Recruiter & Vice President Investments
“The Waxman Planning team have been valuable partners to our firm and our clients. They provide great insights into the insurance needs of our clients and assist with reviewing their needs as well as finding creative solutions. We have received nothing but great feedback from clients we have referred to Waxman Planning.”
Greg Loskutov CPA, CA, LPAPrincipal, Omega Squared Professional Corporation Chartered Professional Accountants
“I have had the pleasure of working with Samuel for 5 years, since the early days of my professional career. He has always taken the time to get to know me and now my growing family, assessing our needs to provide personalized, comprehensive coverage options. I feel extremely comfortable working with Samuel, and trust that he has the best interests of my family in mind.”
Sarah WooleyOptometrist
“I’ve known Samuel for 8 years now, and I’m always impressed with him. What I find the most compelling about his business is that Samuel has taken the time to become a true expert. Obtaining the CFP, and CLU is not mandatory. In fact, there are very few insurance advisors with these designations. The fact that he has both designations (and more) let me know that he takes the business extremely seriously, and I can really trust the advice that he gives me. I would strongly recommend him to anyone.”
Mark Davies, CIM, CFP, CLUSenior Advisor, Managing Partner, Flatiron Wealth Management
“I've worked with Samuel for life and disability insurance needs for my household since my final year of professional schooling. He helped guide me through the different types of insurance and riders that would be most beneficial to me as a recent graduate, while also discussing at what point in my career and family life alternative solutions would make more sense. He's always stayed in touch and is quick to respond to any questions or concerns. Most importantly, I trust his expertise and have been happy to refer friends & colleagues to him.”
PaulOptometrist
