Together, we achieve what none of us could do alone.

Every great business relationship starts with trust, respect, and a shared purpose. Read firsthand how the foundation of success lies in collaboration with travel industry leaders.

“Jeff - Thank you again for everything you did to make your event a huge success. You are a star in the industry, and we all are so fortunate to work with you.”

— Rachel Woodward, Lindblad Expeditions

“Jeff, we suppliers do these shows all the time and your event clearly stands out above the others. That’s not hyperbole my friends. You all did a stellar job and the attention to detail at all levels was excellent!”

— Richard Bravo, Scenic Luxury Cruises & Tours

“What an absolutely beautiful event! I was thrilled to be a part of it and so happy not only for all of the suppliers, but your team as well, that it was a smashing success! I will say that I was busy the entire time answering questions and by the end, I did not have any brochures remaining.”

— Justine Andollo, Tauck Travel

“Jeff & Team, thank you for putting on a truly remarkable event, and for the opportunity to speak with and in front of such a qualified group of potential clienteles.”

— Kristin Erz, Silversea Cruises

 What wealth management firms are saying.

From navigating markets to building trust — hear what top wealth management firms have to say about working with us — real stories of partnership, performance, and long-term success.

Mary Thompson, Vice President, Advantage Retirement Group

"YOU Jeff…. The reason it is so successful is because of YOU. You are authentic, and provide impeccable service, attention to detail, genuine love for what you do and for the people you serve, you are a delight to work with, you have a great reputation in the travel industry and your standard of integrity is bar none. You are simply the BEST!!"

She also affirmed that having a travel 'partner' has been helpful to deepen client relationships and client loyalty. It gives their advisors another topic of conversation with clients that is helpful in building stronger connections. It also demonstrates to clients that they care about all of their 'life-style needs' beyond portfolios, taxes, and lawyers, making Advantage Retirement Group truly 'full service' 'full care'.

Share your experience.

We invite you to take a few moments to share your own thoughts and insights by leaving a testimonial or a review of your travels.

Your words can inspire others to embark on their own adventures and helps us continuously enhance our services.