FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
All consultations are complementary. Pricing depends on service type
- What is your typical process for working with a new customer?
Free Financial Needs Analysis(FNA). Recomendations based on FNA findings.
- What education and/or training do you have that relates to your work?
Life Insurance licensed Investment Licenses: Series 6, Series 63