"It is a continued pleasure to work with Kereti Tuioti. His skill and experience are surpassed only by his commitment. I meet a lot of people who sell products, but not many whose philosophy is to listen, identify, then deliver client-oriented solutions. Kereti is one them, a truly rare breed of
business person dedicated to problem solving through collaboration."
--- Mark Zingle, Zingle & Associates, Inc.
"I have known and worked with Kereti for a number of years. I find him to be extremely knowledgeable in the areas of estate planning and financial planning, especially with respect to life insurance in the high net worth area. It is a pleasure working with him."
--- Steven J. Oshins, Esq., Oshins & Associates, LLC
“I enjoy working with Kereti on estate planning cases. Kereti is focused on looking at all aspects of an issue in determining whether any proposed solutions fit his clients goals. Finding the right balance between complexity and benefit is key in estate planning and Kereti understands this as he moves through the estate planning process with his clients. Kereti has a very good grasp of the sometimes complex techniques used during the estate planning process and is great at explaining the cost benefit of these solutions to clients in a very comprehensible manner. He shares information freely and is a valued member of the estate planning team."
--- Walt Tchirkine, Stockholder, RINA accountancy corporation
"Kereti and his team have been invaluable in helping my clients design financial strategies to fit their unique situations and needs. He has a gift in being able to clearly explain complex estate planning and tax issues. I would highly recommend Kereti to anyone with estate and business planning needs.”
--- Tom Blomberg, Attorney, Buchman Provine Brothers Smith, LLP
“I have worked with Kereti Tuioti and his clients for several years now with estate and tax planning work. I find Kereti to be informed, responsive, articulate and compassionate. This combination makes it a pleasure to work with Kereti and his clientele.”
--- Robert W. Shapiro, Esq.
"I have worked with Kereti on many planning projects over the last several years. Kereti is astute and very competent in identifying the issues that need attention, creating practical solutions, and implementing those solutions with wisdom and concern for the client’s needs and sensibilities. It is always a pleasure to work with Kereti and enjoy his ability to accomplish cooperation with all the professionals and providers needed for each client.”
--- Emerson Rickstrew, CPA