FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I provide a free financial consultation and Complimentary second opinion Financial Review of an existing Retirement Plan or an Investment Portfolio. We are compensated in two ways either on an advisory fee basis or by the products and services offered. But mostly by your active good will. Our business grows by word of mouth.
- What is your typical process for working with a new customer?
Great communication and full disclosure are the only ways for us to fully understand you and your situation. We manage money based on a client's risk tolerance and specific financial needs.
- What education and/or training do you have that relates to your work?
Bachelors of Art in Economics Masters of Business Administration (MBA) specializing in Finance. Series, 7, 8, 24, Licensed Certified Divorce Financial Anyalist