FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Yes. There are no fees for consultation. If someone needs a product, they pay for the product. I will never ask for payment to me from a customer.
- What is your typical process for working with a new customer?
I will spend some time getting to know what they are looking for, then walk them step by step through a personal, customized financial game plan.
- What education and/or training do you have that relates to your work?
I am licensed in the state of Michigan and Ohio, and also registered with the federal government to do what I do. Series 6 and Series 63 licenses, along with Life insurance license