FAQs
- What is your typical process for working with a new customer?
I provide an in person consultation to ensure the needs of our clients are able to be satisfied by the strategies we can provide. There is no one size fits all way to help our clients so we like to have a consultation to see what your specific needs are. From there we set up a second meeting to present the customized plan for you.
- What types of customers have you worked with?
We work with people from all walks of life, all incomes, all types of portfolios and with all types of goals: college funding, retirement, life and mortgage protection, portfolio diversification, investment growth, etc.
- What advice would you give a customer looking to hire a provider in your area of work?
Look for someone who cares about your needs and not just their own pockets.