FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We do complimentary financial needs analyses.
- What is your typical process for working with a new customer?
First appointment is all about getting to know what is important to a client and what their financial goals are.
- What education and/or training do you have that relates to your work?
Required by the state to complete continuing education every 2 years when renewing my license. I am constantly speaking with product providers to make sure I know every thing about what products are available to my client as well as running weekly financial seminars for my clients.