Q. Describe the most common types of jobs you do for your clients.
A. 401k Rollovers, Life Insurance, Estate Planning, IRA accounts, Auto, Home and Wealth Management.
Q. What advice do you have for a customer looking to hire a provider like you?
A. Find a professional who isn't just about making money but has a passion for what they do and it shows in their community involvement.
Q. If you were a customer, what do you wish you knew about your trade? Any inside secrets to share?
A. We are your personal one-stop shop for financial well-being. We carry more licenses than your typical financial advisor to help you with a wealth of services.
Q. What questions should a consumer ask to hire the right service professional?
A. How they are paid, how long they've been in business and what is their business philosophy.
Q. Why does your work stand out from others who do what you do?
A. We provide numerous articles, social outlets and sponsor community events, workshops and little league teams.
Q. What do you like most about your job?
A. Everything! Seriously, I like helping people...
Q. What questions do customers most commonly ask you? What's your answer?
A. Q: How do you provide so many services... you can't possibly be good at all of them?
A: I represent a team of great professionals!
Q. How did you decide to get in your line of work?
A. My desire to help people in numerous ways evolved into a more comprehensive and holistic approach to services both inner & outer.
Q. Tell us about a recent job you did that you are particularly proud of.
A. A lady had a terrible whole life "final expense" policy with a death benefit of only $10k. I got her a new $250,000 policy to help provide for her 6 children for only $3 more than what your premium was prior.
Q. Do you do any sort of continuing education to stay up on the latest developments in your field?
A. Required continuing education every 2 years.