FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The pricing system varies, it depends on the needs of the client.
- What is your typical process for working with a new customer?
First, there is an initial consultation where we establish the client's goals as well as share about our firm's process. From there we ask questions of the client so as to help us do our due diligence in providing appropriate recommendations for the client.
- What education and/or training do you have that relates to your work?
I carry the Series 6, and 63 licences as well as life and health insurance licences in the States of Maryland.