FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The consultations included in assessing the client's situation are not subject to fees. Any compensation and fees collected are the direct result of any solutions or products being implemented once the client decides to move forward with the recommendation.
- What is your typical process for working with a new customer?
I prefer to meet with my clients face to face in a location that's comfortable for them. An initial meeting consists of an in depth discussion centered around the current financial situation and goals my client has. I like to make sure I understand all aspects of my client's financial landscape so I can provide them with each pathway they can take to reach their goals. Once we put a holistic strategy together that accomplishes the objectives we set, we begin implementing the solutions.
- What education and/or training do you have that relates to your work?
Licensing for the following Insurance and Securities Licenses has been completed. Life, Accident, and Sickness Insurance License, Variable Products Insurance License, Series 63 License, Series 6 License.