FAQs
- What types of customers have you worked with?
Retirement Planning Strategies Wealth Preservation Strategies Small Business Retirement Plan Distribution Executive Compensation and Benefit Strategies Employee Stock Options Domestic Partner Planning Saving for Education Estate Planning Strategies Retirement Income Strategies Education Planning Insurance Investments Cash Flow Management Strategies Tax Planning Strategies Charitable Giving Family Finances
- What advice would you give a customer looking to hire a provider in your area of work?
Look for someone that is at least 10 years in the business, has professional credentials such as CFP, ChFC, CLU and someone who is an independent contractor at a major firm.