FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The initial consultation is of no charge to the client. We then sit down and come up with most affordable options for your current situation.
- What is your typical process for working with a new customer?
Typically, we have 2 or 3 appointments before going into a final recommendation plan. My agency is not a quick fix. We're here forever.
- What education and/or training do you have that relates to your work?
Licensed Insurance Professional Extensive retirement planning training and knowledge.