FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Pricing is largely determined by the amount of assets under management and the investment vehicle(s) being utilized. It is regulated and paralleled across the board for all major advisory firms. You will always know the associated fees/expenses prior to actually making any investments.
- What is your typical process for working with a new customer?
Our typical process starts with establishing financial and lifestyle goals that you and your family have envisioned for the future. We will then take into account where you currently stand financially (i.e. investments, liabilities, income, etc.) and use that information to formulate a plan that will tell you exactly what you need to do to meet or exceed those future aspirations.
- What education and/or training do you have that relates to your work?
I have a B.S. degree in Economics from the University of Illinois I have a Series 7 license, a Series 66 license (Fiduciary) and a Life Insurance license with the State of Illinois.