About this pro
We have just started the process. Very easy to work with, looked at the overall picture. The ideas presented and overall process on second visit was well done. A lot to think about but direction is much clearer.Feb 14, 2018Verified
Met with Nick and he was quick to offer advice and putting together a plan. His professionalism and thoroughness is very impressive.Jan 17, 2018Verified
- What is your typical process for working with a new customer?Our first meeting is always 100% obligation free! Typically we review what current assets you may have (IRAs, 401ks, etc.) and your financial situation. From there I will determine whether or not these assets are diversified, are low in fees, and suit your needs. We will also review your current insurance plans that you may have (life insurance, long term care, annuity, etc.). Based on our first meeting we will start to put together a plan and I will create ideas as to how we can correct any gaps and pitfalls you are facing.
- What questions should customers think through before talking to professionals about their project?You should always ask someone whether or not they are a fiduciary advisor. A fiduciary advisor is required to act in your best interest, regardless of what they stand to gain or lose.